+14.7%
AZO vs AVAV
+31.4%
-16.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -3.9% | -1.1% |
| 7D | -0.5% | +3.2% | -3.7% | -0.5% |
| 30D | -5.6% | -20.3% | +14.7% | -5.6% |
| 3M | -4.0% | -19.4% | +15.5% | -4.1% |
| 6M | -18.9% | -35.3% | +16.3% | -19.2% |
| YTD | -13.0% | -38.5% | +25.5% | -13.4% |
| 1Y | -30.4% | -37.2% | +6.8% | -31.0% |
| All | +14.7% | +31.4% | -16.7% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling