+493.8%
AVAV vs GEN
+150.6%
+343.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.3% |
| 7D | -3.2% | -2.9% | -0.3% | -2.5% |
| 30D | -25.6% | +2.1% | -27.6% | -26.0% |
| 3M | -20.2% | +19.7% | -39.9% | -23.6% |
| 6M | -38.1% | +33.3% | -71.3% | -42.4% |
| YTD | -41.8% | +11.1% | -52.9% | -43.7% |
| 1Y | -39.0% | +3.0% | -42.0% | -40.1% |
| 3Y | +24.1% | +57.9% | -33.8% | +9.5% |
| 5Y | +53.0% | +20.6% | +32.4% | +40.4% |
| 10Y | +493.8% | +153.2% | +340.6% | +301.2% |
| All | +493.8% | +150.6% | +343.3% | +301.2% |
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