+147.7%
AU vs AVAV
+397.6%
-249.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.1% |
| 7D | +4.7% | +9.9% | -5.2% | +3.3% |
| 30D | -1.5% | -5.4% | +3.9% | -1.1% |
| 3M | -5.0% | -36.5% | +31.5% | 0.0% |
| 6M | -13.5% | -25.3% | +11.8% | -11.5% |
| YTD | +11.7% | -48.6% | +60.3% | +17.8% |
| 1Y | +21.3% | -62.1% | +83.4% | +32.5% |
| 3Y | +545.0% | +2.3% | +542.6% | +500.7% |
| 5Y | +412.0% | +35.4% | +376.6% | +347.5% |
| 10Y | +899.1% | +345.1% | +554.0% | +583.3% |
| All | +147.7% | +397.6% | -249.9% | +45.2% |
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