+857.2%
APO vs AVAV
+361.4%
+495.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.5% | -10.9% | -2.3% |
| 7D | +0.8% | -10.6% | +11.4% | +2.5% |
| 30D | +1.0% | -18.8% | +19.8% | +4.5% |
| 3M | -8.4% | -34.1% | +25.7% | -1.9% |
| 6M | -9.1% | -35.3% | +26.2% | -4.0% |
| YTD | -18.3% | -53.4% | +35.0% | -10.6% |
| 1Y | -8.0% | -65.6% | +57.7% | +6.6% |
| 3Y | +47.1% | -5.1% | +52.1% | +29.3% |
| 5Y | +67.2% | +18.5% | +48.6% | +33.2% |
| All | +857.2% | +361.4% | +495.8% | +501.9% |
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