+43.8%
D vs AVAV
+423.1%
-379.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +12.6% | -13.1% | -1.1% |
| 7D | +0.8% | +3.2% | -2.4% | +0.5% |
| 30D | +10.7% | -7.4% | +18.1% | +10.9% |
| 3M | +2.3% | -32.0% | +34.3% | +4.0% |
| 6M | +12.5% | -24.6% | +37.0% | +13.3% |
| YTD | +20.1% | -47.5% | +67.6% | +22.3% |
| 1Y | +15.6% | -61.5% | +77.0% | +19.7% |
| 3Y | +75.2% | +5.5% | +69.7% | +65.7% |
| 5Y | +14.6% | +35.7% | -21.2% | +4.6% |
| 10Y | +43.8% | +379.1% | -335.3% | +26.3% |
| All | +43.8% | +423.1% | -379.4% | +26.3% |
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 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