+345.1%
AVAV vs SIRI
-4.5%
+349.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +9.9% | -2.6% | +12.5% | +10.5% |
| 30D | -5.4% | +22.2% | -27.6% | -9.5% |
| 3M | -36.5% | +14.1% | -50.6% | -38.5% |
| 6M | -25.3% | +22.5% | -47.8% | -28.7% |
| YTD | -48.6% | +67.9% | -116.5% | -54.3% |
| 1Y | -62.1% | +54.6% | -116.7% | -65.8% |
| 3Y | +2.3% | -21.3% | +23.6% | +3.3% |
| 5Y | +35.4% | -40.4% | +75.8% | +41.3% |
| 10Y | +345.1% | -6.2% | +351.3% | +303.2% |
| All | +345.1% | -4.5% | +349.6% | +303.2% |
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