+493.8%
AVAV vs SIRI
-14.2%
+508.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.2% |
| 7D | -3.2% | -3.9% | +0.7% | -2.3% |
| 30D | -25.6% | -0.8% | -24.7% | -25.5% |
| 3M | -20.2% | +4.3% | -24.5% | -21.1% |
| 6M | -38.1% | +34.1% | -72.1% | -41.9% |
| YTD | -41.8% | +47.3% | -89.1% | -46.8% |
| 1Y | -39.0% | +22.9% | -62.0% | -42.3% |
| 3Y | +24.1% | -24.6% | +48.6% | +25.2% |
| 5Y | +53.0% | -43.2% | +96.2% | +58.8% |
| 10Y | +493.8% | -12.3% | +506.1% | +371.3% |
| All | +493.8% | -14.2% | +508.0% | +371.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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