+87.6%
AZO vs AVAV
+33.5%
+54.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -1.3% |
| 7D | -0.8% | -3.2% | +2.4% | -0.8% |
| 30D | -5.1% | -25.6% | +20.4% | -4.9% |
| 3M | -7.2% | -20.2% | +13.0% | -7.1% |
| 6M | -20.7% | -38.1% | +17.3% | -20.6% |
| YTD | -14.2% | -41.8% | +27.6% | -14.1% |
| 1Y | -32.2% | -39.0% | +6.9% | -32.4% |
| 3Y | +11.1% | +24.1% | -12.9% | +7.0% |
| 5Y | +87.6% | +53.0% | +34.5% | +78.2% |
| All | +87.6% | +33.5% | +54.0% | +78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling