+340.2%
DOV vs AVAV
+423.1%
-83.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +12.6% | -8.1% | +2.8% |
| 7D | -1.4% | +3.2% | -4.5% | -2.0% |
| 30D | +12.8% | -7.4% | +20.2% | +13.6% |
| 3M | +1.1% | -32.0% | +33.2% | +5.9% |
| 6M | -2.6% | -24.6% | +21.9% | -1.0% |
| YTD | +9.9% | -47.5% | +57.4% | +15.4% |
| 1Y | +19.3% | -61.5% | +80.8% | +31.0% |
| 3Y | +68.4% | +5.5% | +62.9% | +48.7% |
| 5Y | +29.1% | +35.7% | -6.6% | +4.4% |
| 10Y | +340.2% | +379.1% | -38.9% | +179.0% |
| All | +340.2% | +423.1% | -83.0% | +179.0% |
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