+1,024.5%
DRI vs AVAV
+478.6%
+545.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.3% |
| 7D | +0.6% | -2.2% | +2.8% | +0.9% |
| 30D | +3.8% | -13.9% | +17.8% | +5.8% |
| 3M | +13.0% | -29.2% | +42.2% | +17.2% |
| 6M | +8.3% | -36.1% | +44.4% | +12.9% |
| YTD | +20.6% | -40.2% | +60.8% | +25.4% |
| 1Y | +6.5% | -36.2% | +42.7% | +8.4% |
| 3Y | +53.7% | +47.5% | +6.2% | +29.2% |
| 5Y | +72.7% | +39.3% | +33.4% | +40.4% |
| 10Y | +363.2% | +482.6% | -119.4% | +179.5% |
| All | +1,024.5% | +478.6% | +545.9% | +497.8% |
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 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