+78.7%
APO vs AVAV
+28.1%
+50.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.5% | +2.1% |
| 7D | +5.8% | +4.2% | +1.5% | +5.1% |
| 30D | +8.9% | -2.6% | +11.4% | +8.9% |
| 3M | -13.6% | -38.0% | +24.3% | -8.0% |
| 6M | -5.4% | -27.0% | +21.6% | -3.0% |
| YTD | -13.6% | -51.4% | +37.8% | -7.7% |
| 1Y | -2.5% | -60.2% | +57.7% | +7.4% |
| 3Y | +50.9% | -6.7% | +57.5% | +34.9% |
| All | +78.7% | +28.1% | +50.7% | +42.0% |
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