+1,028.0%
AXON vs AVAV
+358.8%
+669.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.5% |
| 7D | -27.4% | 0.0% | -27.3% | -28.1% |
| 30D | -28.5% | -9.9% | -18.5% | -27.3% |
| 3M | -49.3% | -34.7% | -14.6% | -44.1% |
| 6M | -25.0% | -26.6% | +1.6% | -20.8% |
| YTD | -46.7% | -48.9% | +2.2% | -39.8% |
| 1Y | -48.3% | -63.0% | +14.8% | -37.0% |
| 3Y | +38.8% | +1.6% | +37.2% | +20.6% |
| 5Y | +77.7% | +34.5% | +43.2% | +33.9% |
| 10Y | +1,028.0% | +359.3% | +668.8% | +547.7% |
| All | +1,028.0% | +358.8% | +669.3% | +547.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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