+126.0%
DUK vs AVAV
+519.3%
-393.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -0.7% | +1.4% | -2.1% | -0.7% |
| 30D | -2.4% | -24.3% | +21.9% | -1.3% |
| 3M | -3.0% | -20.1% | +17.1% | -2.3% |
| 6M | -6.6% | -29.4% | +22.8% | -5.6% |
| YTD | +4.6% | -39.3% | +43.9% | +5.8% |
| 1Y | +1.2% | -39.3% | +40.6% | +2.0% |
| 3Y | +45.7% | +29.5% | +16.2% | +36.2% |
| 5Y | +40.3% | +56.3% | -16.0% | +27.1% |
| All | +126.0% | +519.3% | -393.3% | +92.4% |
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