+414.3%
ASX vs AVAV
+7.1%
+407.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.8% | -10.9% | -19.0% |
| 7D | -33.3% | -24.3% | -9.0% | -29.8% |
| 30D | -36.5% | -28.9% | -7.6% | -32.5% |
| 3M | -19.2% | -39.3% | +20.1% | -12.4% |
| 6M | -10.2% | -38.8% | +28.5% | -3.7% |
| YTD | +86.5% | -57.8% | +144.3% | +106.7% |
| 1Y | +89.6% | -70.9% | +160.5% | +123.2% |
| 3Y | +298.6% | -14.8% | +313.4% | +274.7% |
| 5Y | +414.3% | +7.3% | +407.0% | +339.4% |
| All | +414.3% | +7.1% | +407.2% | +339.4% |
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 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