+379.1%
AVAV vs INDA
+104.1%
+275.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.0% | +11.6% | +12.0% |
| 7D | +3.2% | +6.1% | -3.0% | -0.1% |
| 30D | -7.4% | +11.7% | -19.1% | -13.0% |
| 3M | -32.0% | +2.1% | -34.1% | -32.9% |
| 6M | -24.6% | +3.2% | -27.7% | -25.9% |
| YTD | -47.5% | -4.9% | -42.6% | -46.1% |
| 1Y | -61.5% | -4.4% | -57.1% | -60.6% |
| 3Y | +5.5% | +17.6% | -12.1% | -3.4% |
| 5Y | +35.7% | +9.9% | +25.9% | +27.7% |
| 10Y | +379.1% | +102.7% | +276.4% | +245.7% |
| All | +379.1% | +104.1% | +275.0% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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