+955.3%
ATI vs AVAV
+339.7%
+615.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +4.7% | +9.9% | -5.2% | +2.2% |
| 30D | -0.2% | -5.4% | +5.2% | +0.7% |
| 3M | -18.5% | -36.5% | +18.0% | -9.8% |
| 6M | +16.4% | -25.3% | +41.6% | +20.4% |
| YTD | +63.4% | -48.6% | +112.0% | +79.0% |
| 1Y | +91.5% | -62.1% | +153.6% | +126.8% |
| 3Y | +329.2% | +2.3% | +326.9% | +254.2% |
| 5Y | +966.7% | +35.4% | +931.3% | +648.8% |
| All | +955.3% | +339.7% | +615.6% | +318.9% |
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