+504.5%
AVAV vs GEN
+392.9%
+111.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.2% |
| 7D | -2.2% | -1.2% | -1.0% | -1.9% |
| 30D | -13.9% | +10.1% | -24.1% | -16.1% |
| 3M | -29.2% | +16.1% | -45.3% | -32.0% |
| 6M | -36.1% | +38.9% | -75.0% | -41.7% |
| YTD | -40.2% | +14.4% | -54.6% | -42.7% |
| 1Y | -36.2% | +5.9% | -42.1% | -37.8% |
| 3Y | +47.5% | +58.8% | -11.3% | +27.3% |
| 5Y | +39.3% | +24.7% | +14.6% | +25.3% |
| 10Y | +482.6% | +163.1% | +319.5% | +297.8% |
| All | +504.5% | +392.9% | +111.6% | +201.4% |
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