+62.7%
EMR vs AVAV
+39.7%
+23.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.5% | +2.0% |
| 7D | -1.5% | -2.2% | +0.7% | -1.2% |
| 30D | -5.6% | -13.9% | +8.3% | -3.9% |
| 3M | +7.9% | -29.2% | +37.2% | +11.9% |
| 6M | +6.0% | -36.1% | +42.2% | +10.6% |
| YTD | +16.4% | -40.2% | +56.6% | +21.3% |
| 1Y | +16.6% | -36.2% | +52.8% | +19.8% |
| 3Y | +62.9% | +47.5% | +15.3% | +44.3% |
| All | +62.7% | +39.7% | +23.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling