+686.3%
AU vs AVAV
+44.7%
+641.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -1.5% |
| 7D | -0.3% | +3.2% | -3.5% | -0.7% |
| 30D | +12.8% | -20.3% | +33.1% | +16.1% |
| 3M | +28.5% | -19.4% | +47.9% | +31.2% |
| 6M | +4.8% | -35.3% | +40.1% | +9.6% |
| YTD | +31.0% | -38.5% | +69.4% | +35.5% |
| 1Y | +81.4% | -37.2% | +118.6% | +85.7% |
| 3Y | +618.4% | +31.1% | +587.3% | +527.1% |
| 5Y | +686.3% | +41.0% | +645.3% | +541.7% |
| All | +686.3% | +44.7% | +641.6% | +541.7% |
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 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