+98.1%
AR vs AVAV
+32.4%
+65.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +9.5% | -5.2% | +3.1% |
| 7D | -5.8% | 0.0% | -5.7% | -5.9% |
| 30D | +4.8% | -9.9% | +14.7% | +5.8% |
| 3M | +1.5% | -34.7% | +36.2% | +6.3% |
| 6M | +4.7% | -26.6% | +31.3% | +6.7% |
| YTD | +9.2% | -48.9% | +58.1% | +13.4% |
| 1Y | +11.2% | -63.0% | +74.2% | +22.0% |
| 3Y | +46.2% | +1.6% | +44.7% | +25.3% |
| 5Y | +98.1% | +34.5% | +63.6% | +50.0% |
| All | +98.1% | +32.4% | +65.7% | +50.0% |
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