+122.9%
APH vs AVAV
+39.7%
+83.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.5% | -45.3% | -47.4% |
| 7D | -48.7% | -5.0% | -43.7% | -48.1% |
| 30D | -51.9% | -13.9% | -38.0% | -50.7% |
| 3M | -43.6% | -29.2% | -14.3% | -40.8% |
| 6M | -37.5% | -36.1% | -1.4% | -33.9% |
| YTD | -38.6% | -40.2% | +1.6% | -35.0% |
| 1Y | -26.3% | -36.2% | +9.9% | -23.3% |
| 3Y | +89.2% | +47.5% | +41.7% | +69.1% |
| All | +122.9% | +39.7% | +83.2% | +91.7% |
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