+594.7%
AZN vs AVAV
+370.1%
+224.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.8% | +0.3% |
| 7D | -1.1% | +4.2% | -5.3% | -1.5% |
| 30D | +13.8% | -2.6% | +16.4% | +13.8% |
| 3M | +17.3% | -38.0% | +55.3% | +21.9% |
| 6M | -1.7% | -27.0% | +25.3% | -0.3% |
| YTD | +1.4% | -51.4% | +52.8% | +5.6% |
| 1Y | +5.2% | -60.2% | +65.4% | +11.5% |
| 3Y | +52.6% | -6.7% | +59.3% | +43.0% |
| 5Y | +72.9% | +28.3% | +44.6% | +51.7% |
| 10Y | +333.0% | +320.5% | +12.5% | +208.1% |
| All | +594.7% | +370.1% | +224.6% | +340.7% |
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 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