+306.4%
APH vs AVAV
+32.4%
+274.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.5% |
| 7D | -5.0% | 0.0% | -5.0% | -5.1% |
| 30D | -8.4% | -9.9% | +1.6% | -6.9% |
| 3M | -4.5% | -34.7% | +30.2% | +1.8% |
| 6M | +25.3% | -26.6% | +51.9% | +29.2% |
| YTD | +18.9% | -48.9% | +67.9% | +28.3% |
| 1Y | +11.9% | -63.0% | +74.9% | +26.4% |
| 3Y | +278.0% | +1.6% | +276.4% | +254.9% |
| 5Y | +306.4% | +34.5% | +271.9% | +246.2% |
| All | +306.4% | +32.4% | +274.0% | +246.2% |
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