+679.4%
AXP vs AVAV
+352.9%
+326.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.3% | +10.5% | +3.8% |
| 7D | +4.6% | -10.1% | +14.7% | +6.6% |
| 30D | +9.7% | -18.7% | +28.5% | +13.8% |
| 3M | -3.8% | -33.0% | +29.2% | +3.1% |
| 6M | +4.8% | -37.2% | +42.0% | +11.5% |
| YTD | -9.1% | -53.2% | +44.1% | +0.1% |
| 1Y | -6.7% | -69.0% | +62.3% | +11.1% |
| 3Y | +125.2% | -5.5% | +130.7% | +98.5% |
| 5Y | +105.0% | +20.1% | +84.9% | +61.7% |
| 10Y | +481.5% | +371.8% | +109.7% | +200.7% |
| All | +679.4% | +352.9% | +326.5% | +232.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling