+107.2%
AVAV vs FGI
-74.8%
+182.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -25.2% | +22.4% | -2.1% |
| 7D | +4.2% | -14.4% | +18.6% | +4.6% |
| 30D | -2.6% | -11.8% | +9.2% | -2.3% |
| 3M | -38.0% | -46.2% | +8.3% | -37.2% |
| 6M | -27.0% | +5.2% | -32.2% | -28.1% |
| YTD | -51.4% | +10.5% | -61.9% | -52.9% |
| 1Y | -60.2% | +25.5% | -85.7% | -61.9% |
| 3Y | -6.7% | -16.0% | +9.3% | -12.1% |
| All | +107.2% | -74.8% | +182.0% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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