+382.2%
AVAV vs FND
+57.3%
+324.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.2% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -25.6% | -19.6% | -6.0% | -21.3% |
| 3M | -20.2% | -4.3% | -15.9% | -19.6% |
| 6M | -38.1% | -20.4% | -17.6% | -34.9% |
| YTD | -41.8% | -21.9% | -19.9% | -38.5% |
| 1Y | -39.0% | -45.2% | +6.1% | -30.1% |
| 3Y | +24.1% | -49.2% | +73.3% | +39.3% |
| 5Y | +53.0% | -61.8% | +114.9% | +74.8% |
| All | +382.2% | +57.3% | +324.9% | +293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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