+325.3%
ASX vs AVAV
-5.8%
+331.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.5% | -4.0% | +4.4% |
| 7D | -19.9% | -10.6% | -9.3% | -18.1% |
| 30D | -30.9% | -18.8% | -12.1% | -28.2% |
| 3M | -15.1% | -34.1% | +19.0% | -9.2% |
| 6M | -6.5% | -35.3% | +28.9% | -0.6% |
| YTD | +98.4% | -53.4% | +151.8% | +115.7% |
| 1Y | +107.9% | -65.6% | +173.5% | +138.4% |
| 3Y | +325.3% | -5.1% | +330.3% | +282.1% |
| All | +325.3% | -5.8% | +331.1% | +282.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling