+60.1%
DOCN vs AVAV
+39.7%
+20.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.2% |
| 7D | +1.1% | -2.2% | +3.4% | +1.7% |
| 30D | -9.6% | -13.9% | +4.3% | -6.7% |
| 3M | -37.7% | -29.2% | -8.5% | -33.6% |
| 6M | +115.2% | -36.1% | +151.3% | +131.6% |
| YTD | +133.7% | -40.2% | +173.9% | +149.1% |
| 1Y | +250.2% | -36.2% | +286.4% | +258.8% |
| 3Y | +320.3% | +47.5% | +272.8% | +188.9% |
| All | +60.1% | +39.7% | +20.4% | -12.5% |
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