+289.2%
AZO vs AVAV
+520.8%
-231.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -1.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -5.3% | -25.0% | +19.7% | -4.0% |
| 3M | -7.3% | -15.0% | +7.6% | -6.9% |
| 6M | -22.7% | -33.6% | +11.0% | -21.6% |
| YTD | -15.0% | -39.2% | +24.2% | -14.1% |
| 1Y | -32.2% | -40.5% | +8.2% | -31.8% |
| 3Y | +10.0% | +29.6% | -19.6% | +2.0% |
| 5Y | +85.8% | +56.7% | +29.1% | +65.9% |
| All | +289.2% | +520.8% | -231.6% | +187.6% |
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 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