+2,725.3%
COST vs AVAV
+397.6%
+2,327.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.9% |
| 7D | +3.9% | +9.9% | -5.9% | +2.8% |
| 30D | +13.5% | -5.4% | +18.9% | +13.7% |
| 3M | +15.3% | -36.5% | +51.9% | +19.8% |
| 6M | +9.2% | -25.3% | +34.4% | +10.4% |
| YTD | +26.9% | -48.6% | +75.4% | +31.6% |
| 1Y | +19.7% | -62.1% | +81.8% | +27.9% |
| 3Y | +96.0% | +2.3% | +93.7% | +81.2% |
| 5Y | +124.0% | +35.4% | +88.7% | +94.9% |
| 10Y | +760.6% | +345.1% | +415.5% | +515.5% |
| All | +2,725.3% | +397.6% | +2,327.7% | +1,640.4% |
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