+748.4%
ASX vs AVAV
+361.4%
+387.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.5% | -4.0% | +4.5% |
| 7D | -19.9% | -10.6% | -9.3% | -18.1% |
| 30D | -30.9% | -18.8% | -12.1% | -28.1% |
| 3M | -15.1% | -34.1% | +19.0% | -8.9% |
| 6M | -6.5% | -35.3% | +28.9% | -0.4% |
| YTD | +98.4% | -53.4% | +151.8% | +117.8% |
| 1Y | +107.9% | -65.6% | +173.5% | +140.0% |
| 3Y | +325.3% | -5.1% | +330.3% | +291.6% |
| 5Y | +447.3% | +18.5% | +428.8% | +365.2% |
| All | +748.4% | +361.4% | +387.0% | +640.1% |
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