+345.1%
AVAV vs ALLY
+182.4%
+162.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | +9.9% | -2.8% | +12.6% | +11.0% |
| 30D | -5.4% | +1.9% | -7.3% | -6.1% |
| 3M | -36.5% | -12.1% | -24.4% | -33.6% |
| 6M | -25.3% | -9.0% | -16.3% | -23.0% |
| YTD | -48.6% | -12.9% | -35.6% | -46.4% |
| 1Y | -62.1% | -0.1% | -62.0% | -62.4% |
| 3Y | +2.3% | +64.6% | -62.3% | -17.3% |
| 5Y | +35.4% | -10.1% | +45.5% | +28.8% |
| 10Y | +345.1% | +176.7% | +168.4% | +154.6% |
| All | +345.1% | +182.4% | +162.7% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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