+292.1%
AVAV vs INDA
+119.4%
+172.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.7% | +8.7% | +9.6% |
| 7D | -10.6% | +6.6% | -17.2% | -13.5% |
| 30D | -18.8% | +10.4% | -29.2% | -22.9% |
| 3M | -34.1% | +1.5% | -35.6% | -34.7% |
| 6M | -35.3% | +1.7% | -37.1% | -35.9% |
| YTD | -53.4% | -5.8% | -47.5% | -52.0% |
| 1Y | -65.6% | -5.1% | -60.6% | -64.7% |
| 3Y | -5.1% | +16.0% | -21.1% | -11.9% |
| 5Y | +18.5% | +9.3% | +9.2% | +12.4% |
| 10Y | +369.8% | +102.1% | +267.7% | +226.1% |
| All | +292.1% | +119.4% | +172.7% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling