+7.3%
AVAV vs LII
+22.0%
-14.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.8% | -7.0% | -8.7% |
| 7D | -24.3% | +0.2% | -24.5% | -24.4% |
| 30D | -28.9% | -4.6% | -24.3% | -27.8% |
| 3M | -39.3% | -21.7% | -17.6% | -33.3% |
| 6M | -38.8% | -32.8% | -6.0% | -29.0% |
| YTD | -57.8% | -27.5% | -30.3% | -53.0% |
| 1Y | -70.9% | -28.0% | -42.9% | -67.5% |
| 3Y | -14.8% | -7.2% | -7.6% | -17.3% |
| 5Y | +7.3% | +22.6% | -15.3% | -22.3% |
| All | +7.3% | +22.0% | -14.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling