+504.5%
AVAV vs COO
+499.0%
+5.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.3% |
| 7D | -2.2% | -2.2% | 0.0% | -1.5% |
| 30D | -13.9% | -7.0% | -6.9% | -11.9% |
| 3M | -29.2% | +12.2% | -41.4% | -32.2% |
| 6M | -36.1% | -15.1% | -21.0% | -33.0% |
| YTD | -40.2% | -15.1% | -25.1% | -37.3% |
| 1Y | -36.2% | +2.3% | -38.5% | -37.5% |
| 3Y | +47.5% | -23.7% | +71.2% | +55.7% |
| 5Y | +39.3% | -38.9% | +78.2% | +56.2% |
| 10Y | +482.6% | +49.9% | +432.6% | +393.4% |
| All | +504.5% | +499.0% | +5.4% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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