+2,409.3%
ASX vs AVAV
+478.6%
+1,930.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.5% |
| 7D | -0.7% | -2.2% | +1.5% | -0.3% |
| 30D | +2.0% | -13.9% | +15.9% | +4.6% |
| 3M | -1.3% | -29.2% | +27.9% | +4.1% |
| 6M | +71.4% | -36.1% | +107.6% | +82.5% |
| YTD | +135.3% | -40.2% | +175.5% | +148.4% |
| 1Y | +267.5% | -36.2% | +303.7% | +279.6% |
| 3Y | +388.5% | +47.5% | +341.0% | +310.3% |
| 5Y | +417.1% | +39.3% | +377.8% | +320.3% |
| 10Y | +872.7% | +482.6% | +390.2% | +459.8% |
| All | +2,409.3% | +478.6% | +1,930.7% | +1,142.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling