+29.3%
EMB vs AVAV
+502.7%
-473.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.1% |
| 7D | 0.0% | -2.2% | +2.2% | +0.1% |
| 30D | -0.3% | -13.9% | +13.6% | +0.2% |
| 3M | -0.4% | -29.2% | +28.8% | +0.7% |
| 6M | +0.1% | -36.1% | +36.3% | +1.4% |
| YTD | +1.6% | -40.2% | +41.8% | +2.7% |
| 1Y | +5.6% | -36.2% | +41.8% | +6.2% |
| 3Y | +29.8% | +47.5% | -17.7% | +23.4% |
| 5Y | +7.3% | +39.3% | -32.0% | +1.1% |
| All | +29.3% | +502.7% | -473.4% | +17.5% |
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