+308.9%
AVAV vs GEN
+152.9%
+156.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.1% | -3.3% |
| 7D | +4.2% | +2.0% | +2.2% | +3.7% |
| 30D | -2.6% | +27.7% | -30.3% | -8.3% |
| 3M | -38.0% | +3.3% | -41.2% | -39.0% |
| 6M | -27.0% | +31.8% | -58.8% | -32.2% |
| YTD | -51.4% | +13.5% | -64.9% | -53.6% |
| 1Y | -60.2% | +16.0% | -76.3% | -62.2% |
| 3Y | -6.7% | +70.6% | -77.2% | -19.5% |
| 5Y | +28.3% | +32.1% | -3.8% | +14.6% |
| All | +308.9% | +152.9% | +156.0% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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