+84.2%
ASML vs AVAV
+19.9%
+64.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.3% | +4.7% | -2.1% |
| 7D | -10.0% | -10.1% | +0.1% | -8.3% |
| 30D | -19.4% | -18.7% | -0.7% | -16.5% |
| 3M | -12.5% | -33.0% | +20.5% | -6.6% |
| 6M | +8.2% | -37.2% | +45.4% | +15.0% |
| YTD | +40.7% | -53.2% | +93.9% | +54.2% |
| 1Y | +46.1% | -69.0% | +115.1% | +72.5% |
| 3Y | +138.5% | -5.5% | +144.0% | +112.1% |
| 5Y | +84.2% | +20.1% | +64.1% | +45.7% |
| All | +84.2% | +19.9% | +64.3% | +45.7% |
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