+1,095.3%
DRI vs AVAV
+308.3%
+787.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.8% | +9.0% | +0.5% |
| 7D | +3.7% | -24.3% | +28.0% | +7.6% |
| 30D | +13.5% | -28.9% | +42.4% | +18.6% |
| 3M | +10.4% | -39.3% | +49.6% | +17.6% |
| 6M | +19.5% | -38.8% | +58.2% | +25.1% |
| YTD | +28.2% | -57.8% | +86.0% | +39.3% |
| 1Y | +31.0% | -70.9% | +101.9% | +50.1% |
| 3Y | +67.1% | -14.8% | +81.9% | +52.7% |
| 5Y | +74.7% | +7.3% | +67.4% | +46.5% |
| 10Y | +376.2% | +325.3% | +50.8% | +199.1% |
| All | +1,095.3% | +308.3% | +787.0% | +564.2% |
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