+72.2%
DOCU vs AVAV
+164.2%
-92.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.1% |
| 7D | +6.9% | -2.2% | +9.1% | +7.4% |
| 30D | +19.0% | -13.9% | +32.9% | +22.7% |
| 3M | +34.3% | -29.2% | +63.5% | +42.5% |
| 6M | +48.0% | -36.1% | +84.1% | +58.7% |
| YTD | 0.0% | -40.2% | +40.2% | +5.5% |
| 1Y | -10.3% | -36.2% | +25.9% | -8.6% |
| 3Y | +32.4% | +47.5% | -15.1% | -7.1% |
| 5Y | -77.9% | +39.3% | -117.2% | -85.0% |
| All | +72.2% | +164.2% | -92.1% | +4.7% |
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