+379.1%
AVAV vs DAR
+288.2%
+90.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.7% | +7.9% | +11.1% |
| 7D | +3.2% | -2.8% | +5.9% | +4.3% |
| 30D | -7.4% | -12.8% | +5.4% | -3.4% |
| 3M | -32.0% | -11.6% | -20.4% | -29.7% |
| 6M | -24.6% | -16.8% | -7.8% | -20.8% |
| YTD | -47.5% | +45.9% | -93.4% | -54.3% |
| 1Y | -61.5% | +61.5% | -123.0% | -67.6% |
| 3Y | +5.5% | +23.0% | -17.5% | -8.4% |
| 5Y | +35.7% | -35.8% | +71.6% | +43.9% |
| 10Y | +379.1% | +280.4% | +98.7% | +136.4% |
| All | +379.1% | +288.2% | +90.8% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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