+1,124.2%
ATI vs AVAV
+361.4%
+762.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.5% | -6.0% | +1.8% |
| 7D | +6.2% | -10.6% | +16.7% | +8.9% |
| 30D | -7.1% | -18.8% | +11.7% | -2.5% |
| 3M | -21.3% | -34.1% | +12.8% | -13.7% |
| 6M | +6.5% | -35.3% | +41.8% | +14.4% |
| YTD | +53.2% | -53.4% | +106.6% | +72.2% |
| 1Y | +82.7% | -65.6% | +148.4% | +122.2% |
| 3Y | +314.3% | -5.1% | +319.4% | +247.2% |
| 5Y | +890.9% | +18.5% | +872.4% | +618.7% |
| All | +1,124.2% | +361.4% | +762.8% | +303.4% |
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