+89.5%
AXP vs AVAV
+35.3%
+54.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -2.9% | +9.9% | -12.7% | -4.1% |
| 30D | +3.7% | -5.4% | +9.1% | +4.0% |
| 3M | -4.9% | -36.5% | +31.6% | -0.2% |
| 6M | +4.1% | -25.3% | +29.3% | +5.9% |
| YTD | -11.7% | -48.6% | +36.9% | -7.2% |
| 1Y | -11.7% | -62.1% | +50.4% | -3.8% |
| 3Y | +116.5% | +2.3% | +114.2% | +94.9% |
| 5Y | +89.5% | +35.4% | +54.1% | +54.6% |
| All | +89.5% | +35.3% | +54.2% | +54.6% |
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