+19.6%
AVAV vs GEN
+32.5%
-12.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.6% | +13.1% | +11.1% |
| 7D | -10.6% | +2.3% | -12.9% | -11.2% |
| 30D | -18.8% | +33.1% | -51.8% | -24.5% |
| 3M | -34.1% | +6.5% | -40.6% | -35.7% |
| 6M | -35.3% | +53.8% | -89.1% | -42.4% |
| YTD | -53.4% | +11.2% | -64.6% | -55.4% |
| 1Y | -65.6% | +19.4% | -85.0% | -67.7% |
| 3Y | -5.1% | +81.0% | -86.1% | -18.9% |
| All | +19.6% | +32.5% | -12.9% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling