-27.5%
DOW vs AVAV
+28.1%
-55.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.1% |
| 7D | +5.2% | +4.2% | +1.0% | +4.8% |
| 30D | +13.2% | -2.6% | +15.7% | +13.1% |
| 3M | +10.1% | -38.0% | +48.1% | +13.7% |
| 6M | -13.1% | -27.0% | +13.9% | -12.2% |
| YTD | +46.1% | -51.4% | +97.5% | +52.0% |
| 1Y | +50.0% | -60.2% | +110.3% | +58.6% |
| 3Y | -20.2% | -6.7% | -13.6% | -26.2% |
| All | -27.5% | +28.1% | -55.6% | -36.8% |
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