+6.7%
D vs AVAV
+39.7%
-33.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.4% |
| 7D | +0.4% | -2.2% | +2.7% | +0.5% |
| 30D | -3.6% | -13.9% | +10.4% | -3.1% |
| 3M | -1.0% | -29.2% | +28.2% | -0.1% |
| 6M | +6.3% | -36.1% | +42.4% | +7.5% |
| YTD | +14.7% | -40.2% | +54.9% | +15.8% |
| 1Y | +16.9% | -36.2% | +53.1% | +17.4% |
| 3Y | +56.8% | +47.5% | +9.3% | +44.9% |
| All | +6.7% | +39.7% | -33.0% | -3.6% |
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