+216.5%
AZN vs AVAV
+519.3%
-302.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.3% |
| 7D | -1.6% | +1.4% | -3.0% | -1.7% |
| 30D | +1.1% | -24.3% | +25.4% | +2.8% |
| 3M | -12.1% | -20.1% | +8.0% | -11.2% |
| 6M | -17.1% | -29.4% | +12.2% | -15.9% |
| YTD | -12.0% | -39.3% | +27.4% | -10.3% |
| 1Y | -0.2% | -39.3% | +39.1% | +1.3% |
| 3Y | +26.8% | +29.5% | -2.7% | +17.3% |
| 5Y | +56.9% | +56.3% | +0.6% | +39.6% |
| All | +216.5% | +519.3% | -302.8% | +137.9% |
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