-52.3%
DOCS vs AVAV
+19.9%
-72.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -8.3% | +14.7% | +7.9% |
| 7D | +1.2% | -10.1% | +11.3% | +3.0% |
| 30D | +21.3% | -18.7% | +40.0% | +25.6% |
| 3M | +58.4% | -33.0% | +91.4% | +70.1% |
| 6M | +39.3% | -37.2% | +76.5% | +48.4% |
| YTD | -21.7% | -53.2% | +31.5% | -14.7% |
| 1Y | -47.3% | -69.0% | +21.7% | -37.0% |
| 3Y | +58.2% | -5.5% | +63.7% | +31.1% |
| 5Y | -52.3% | +20.1% | -72.4% | -64.5% |
| All | -52.3% | +19.9% | -72.2% | -64.5% |
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