+1,648.7%
APO vs AVAV
+257.8%
+1,390.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +1.0% |
| 7D | +8.1% | 0.0% | +8.1% | +7.6% |
| 30D | +3.4% | -9.9% | +13.4% | +5.0% |
| 3M | -6.6% | -34.7% | +28.1% | +0.5% |
| 6M | -7.1% | -26.6% | +19.5% | -4.1% |
| YTD | -14.1% | -48.9% | +34.8% | -7.3% |
| 1Y | -4.7% | -63.0% | +58.3% | +9.4% |
| 3Y | +51.3% | +1.6% | +49.7% | +31.8% |
| 5Y | +82.7% | +34.5% | +48.2% | +42.2% |
| 10Y | +845.7% | +359.3% | +486.4% | +419.0% |
| All | +1,648.7% | +257.8% | +1,390.9% | +819.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling