+957.6%
APO vs AVAV
+502.7%
+454.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.3% |
| 7D | -1.0% | -2.2% | +1.2% | -0.6% |
| 30D | +3.5% | -13.9% | +17.4% | +6.2% |
| 3M | +4.5% | -29.2% | +33.8% | +10.0% |
| 6M | +22.8% | -36.1% | +58.9% | +30.2% |
| YTD | -6.5% | -40.2% | +33.7% | -1.5% |
| 1Y | +0.8% | -36.2% | +37.0% | +3.3% |
| 3Y | +62.0% | +47.5% | +14.4% | +30.2% |
| 5Y | +138.2% | +39.3% | +99.0% | +85.7% |
| All | +957.6% | +502.7% | +454.9% | +501.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling