+12.8%
APD vs AVAV
+7.1%
+5.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.8% | +6.9% | -2.3% |
| 7D | -0.7% | -24.3% | +23.6% | +0.9% |
| 30D | +10.1% | -28.9% | +39.0% | +12.3% |
| 3M | +4.9% | -39.3% | +44.1% | +7.9% |
| 6M | +2.5% | -38.8% | +41.2% | +4.7% |
| YTD | +27.8% | -57.8% | +85.6% | +32.4% |
| 1Y | +32.9% | -70.9% | +103.8% | +41.2% |
| 3Y | +13.4% | -14.8% | +28.2% | +6.2% |
| 5Y | +12.8% | +7.3% | +5.5% | +3.2% |
| All | +12.8% | +7.1% | +5.7% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling