+252.3%
BNY vs AVAV
+33.5%
+218.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | +0.2% |
| 7D | +0.3% | -3.2% | +3.4% | +0.5% |
| 30D | +1.9% | -25.6% | +27.5% | +4.4% |
| 3M | +13.9% | -20.2% | +34.1% | +15.2% |
| 6M | +42.3% | -38.1% | +80.4% | +46.6% |
| YTD | +41.8% | -41.8% | +83.6% | +45.5% |
| 1Y | +57.9% | -39.0% | +97.0% | +60.0% |
| 3Y | +290.7% | +24.1% | +266.6% | +249.3% |
| 5Y | +252.3% | +53.0% | +199.2% | +203.5% |
| All | +252.3% | +33.5% | +218.7% | +203.5% |
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 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