+358.4%
AVAV vs ALLY
+189.4%
+169.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.7% | +12.2% | +11.1% |
| 7D | -10.6% | +0.9% | -11.5% | -11.1% |
| 30D | -18.8% | +3.1% | -21.9% | -19.7% |
| 3M | -34.1% | -12.6% | -21.5% | -31.0% |
| 6M | -35.3% | -12.4% | -22.9% | -32.5% |
| YTD | -53.4% | -13.2% | -40.2% | -51.3% |
| 1Y | -65.6% | +1.8% | -67.5% | -66.1% |
| 3Y | -5.1% | +58.0% | -63.0% | -22.2% |
| 5Y | +18.5% | -8.4% | +26.9% | +11.9% |
| All | +358.4% | +189.4% | +169.0% | +151.9% |
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