+109.5%
AXON vs AVAV
+7.1%
+102.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -9.8% | 0.0% | -7.4% |
| 7D | -12.7% | -24.3% | +11.7% | -6.6% |
| 30D | -8.6% | -28.9% | +20.3% | -0.8% |
| 3M | -37.2% | -39.3% | +2.0% | -29.4% |
| 6M | +0.5% | -38.8% | +39.3% | +11.5% |
| YTD | -32.6% | -57.8% | +25.2% | -20.5% |
| 1Y | -40.2% | -70.9% | +30.7% | -23.9% |
| 3Y | +76.1% | -14.8% | +90.9% | +65.8% |
| 5Y | +109.5% | +7.3% | +102.2% | +66.8% |
| All | +109.5% | +7.1% | +102.4% | +66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling