+660.9%
APD vs AVAV
+308.3%
+352.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.8% | +6.9% | -1.6% |
| 7D | -0.7% | -24.3% | +23.6% | +3.0% |
| 30D | +10.1% | -28.9% | +39.0% | +15.1% |
| 3M | +4.9% | -39.3% | +44.1% | +11.7% |
| 6M | +2.5% | -38.8% | +41.2% | +7.6% |
| YTD | +27.8% | -57.8% | +85.6% | +38.6% |
| 1Y | +32.9% | -70.9% | +103.8% | +51.5% |
| 3Y | +13.4% | -14.8% | +28.2% | +3.6% |
| 5Y | +12.8% | +7.3% | +5.5% | -5.4% |
| 10Y | +194.6% | +325.3% | -130.8% | +71.7% |
| All | +660.9% | +308.3% | +352.6% | +292.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling