+326.6%
AVAV vs GEN
+392.1%
-65.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.9% | -8.9% | -9.6% |
| 7D | -24.3% | +8.5% | -32.8% | -26.0% |
| 30D | -28.9% | +34.2% | -63.1% | -34.3% |
| 3M | -39.3% | +10.0% | -49.2% | -41.3% |
| 6M | -38.8% | +56.8% | -95.5% | -46.3% |
| YTD | -57.8% | +14.2% | -72.0% | -59.9% |
| 1Y | -70.9% | +20.8% | -91.7% | -72.7% |
| 3Y | -14.8% | +84.1% | -98.9% | -29.6% |
| 5Y | +7.3% | +37.1% | -29.8% | -6.6% |
| 10Y | +325.3% | +171.5% | +153.9% | +185.9% |
| All | +326.6% | +392.1% | -65.5% | +111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling