+167.5%
AU vs AVAV
+407.8%
-240.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +12.6% | -5.7% | +5.3% |
| 7D | +20.8% | +3.2% | +17.6% | +20.0% |
| 30D | +5.5% | -7.4% | +12.9% | +6.2% |
| 3M | +3.9% | -32.0% | +35.9% | +8.4% |
| 6M | -5.4% | -24.6% | +19.1% | -3.3% |
| YTD | +20.7% | -47.5% | +68.2% | +26.9% |
| 1Y | +49.8% | -61.5% | +111.3% | +63.3% |
| 3Y | +565.6% | +5.5% | +560.2% | +517.4% |
| 5Y | +500.4% | +35.7% | +464.6% | +424.4% |
| 10Y | +795.4% | +379.1% | +416.3% | +504.7% |
| All | +167.5% | +407.8% | -240.3% | +56.5% |
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