+345.5%
DRI vs AVAV
+423.1%
-77.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.6% | -11.1% | -0.1% |
| 7D | +3.1% | +3.2% | 0.0% | +2.4% |
| 30D | +16.2% | -7.4% | +23.6% | +16.9% |
| 3M | +8.4% | -32.0% | +40.4% | +13.3% |
| 6M | +19.0% | -24.6% | +43.6% | +20.8% |
| YTD | +28.8% | -47.5% | +76.3% | +35.3% |
| 1Y | +33.1% | -61.5% | +94.6% | +46.0% |
| 3Y | +70.8% | +5.5% | +65.3% | +49.1% |
| 5Y | +74.2% | +35.7% | +38.5% | +37.4% |
| 10Y | +345.5% | +379.1% | -33.6% | +173.5% |
| All | +345.5% | +423.1% | -77.6% | +173.5% |
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 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