+887.2%
ASX vs AVAV
+358.8%
+528.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +6.0% | +3.8% |
| 7D | -9.1% | 0.0% | -9.1% | -8.9% |
| 30D | -23.6% | -9.9% | -13.7% | -22.0% |
| 3M | -5.6% | -34.7% | +29.1% | +1.4% |
| 6M | +4.7% | -26.6% | +31.3% | +9.0% |
| YTD | +122.6% | -48.9% | +171.5% | +140.3% |
| 1Y | +133.0% | -63.0% | +196.0% | +165.6% |
| 3Y | +367.1% | +1.6% | +365.6% | +324.3% |
| 5Y | +504.7% | +34.5% | +470.3% | +401.0% |
| 10Y | +887.2% | +359.3% | +527.9% | +694.4% |
| All | +887.2% | +358.8% | +528.5% | +694.4% |
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