+2,287.6%
AZO vs AVAV
+478.6%
+1,809.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.6% |
| 7D | +0.7% | -2.2% | +2.9% | +0.9% |
| 30D | -2.7% | -13.9% | +11.2% | -1.7% |
| 3M | -3.2% | -29.2% | +26.0% | -1.2% |
| 6M | -19.7% | -36.1% | +16.4% | -17.8% |
| YTD | -12.0% | -40.2% | +28.2% | -10.4% |
| 1Y | -29.5% | -36.2% | +6.7% | -29.1% |
| 3Y | +17.3% | +47.5% | -30.2% | +5.4% |
| 5Y | +94.1% | +39.3% | +54.8% | +70.7% |
| 10Y | +303.3% | +482.6% | -179.3% | +181.5% |
| All | +2,287.6% | +478.6% | +1,809.0% | +1,368.5% |
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 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