+334.8%
AVAV vs FND
+76.3%
+258.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.1% | +8.5% | +11.5% |
| 7D | +3.2% | +8.5% | -5.4% | +0.7% |
| 30D | -7.4% | +17.2% | -24.6% | -11.4% |
| 3M | -32.0% | -14.9% | -17.1% | -29.5% |
| 6M | -24.6% | +3.1% | -27.7% | -25.8% |
| YTD | -47.5% | -12.4% | -35.1% | -46.4% |
| 1Y | -61.5% | -10.0% | -51.5% | -61.0% |
| 3Y | +5.5% | -31.3% | +36.8% | +9.2% |
| 5Y | +35.7% | -60.3% | +96.1% | +53.1% |
| All | +334.8% | +76.3% | +258.5% | +243.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling