+47.7%
CI vs AVAV
+18.1%
+29.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.5% | -13.1% | -3.0% |
| 7D | -1.6% | -10.6% | +9.0% | -1.2% |
| 30D | +5.4% | -18.8% | +24.2% | +6.2% |
| 3M | +7.3% | -34.1% | +41.4% | +8.9% |
| 6M | +5.3% | -35.3% | +40.6% | +6.6% |
| YTD | +8.5% | -53.4% | +61.9% | +10.7% |
| 1Y | +17.1% | -65.6% | +82.8% | +21.3% |
| 3Y | +1.4% | -5.1% | +6.5% | -2.0% |
| All | +47.7% | +18.1% | +29.5% | +34.3% |
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