+504.5%
AVAV vs GFI
+373.7%
+130.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.6% |
| 7D | -2.2% | +3.1% | -5.4% | -2.5% |
| 30D | -13.9% | +27.1% | -41.0% | -16.1% |
| 3M | -29.2% | +21.2% | -50.4% | -30.7% |
| 6M | -36.1% | -4.5% | -31.6% | -36.2% |
| YTD | -40.2% | +11.7% | -51.9% | -41.3% |
| 1Y | -36.2% | +46.0% | -82.3% | -39.2% |
| 3Y | +47.5% | +309.6% | -262.0% | +26.0% |
| 5Y | +39.3% | +506.0% | -466.8% | +13.2% |
| 10Y | +482.6% | +1,009.2% | -526.6% | +327.9% |
| All | +504.5% | +373.7% | +130.8% | +301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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