+406.5%
BNY vs AVAV
+520.8%
-114.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.4% | -0.5% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +1.4% | -25.0% | +26.4% | +4.9% |
| 3M | +16.8% | -15.0% | +31.8% | +17.8% |
| 6M | +42.0% | -33.6% | +75.6% | +46.8% |
| YTD | +41.9% | -39.2% | +81.1% | +46.4% |
| 1Y | +59.2% | -40.5% | +99.7% | +63.2% |
| 3Y | +290.9% | +29.6% | +261.3% | +239.3% |
| 5Y | +259.0% | +56.7% | +202.3% | +190.1% |
| All | +406.5% | +520.8% | -114.3% | +187.1% |
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