+31.2%
BLK vs AVAV
+33.5%
-2.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.2% | -1.5% |
| 7D | -2.7% | -3.2% | +0.5% | -2.3% |
| 30D | -4.8% | -25.6% | +20.8% | -1.4% |
| 3M | +6.5% | -20.2% | +26.7% | +8.4% |
| 6M | +13.1% | -38.1% | +51.2% | +18.3% |
| YTD | +1.8% | -41.8% | +43.6% | +5.8% |
| 1Y | -1.0% | -39.0% | +38.1% | +1.1% |
| 3Y | +66.0% | +24.1% | +41.9% | +43.4% |
| 5Y | +31.2% | +53.0% | -21.8% | +6.3% |
| All | +31.2% | +33.5% | -2.3% | +6.3% |
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