+77.3%
EXE vs AVAV
+31.5%
+45.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.1% |
| 7D | +3.6% | +18.4% | -14.8% | +2.1% |
| 30D | -4.3% | -4.9% | +0.6% | -4.2% |
| 3M | -7.7% | -37.7% | +30.0% | -4.6% |
| 6M | -7.2% | -28.4% | +21.2% | -5.9% |
| YTD | -18.5% | -50.0% | +31.5% | -16.8% |
| 1Y | -24.4% | -62.6% | +38.3% | -20.2% |
| 3Y | +21.6% | -0.6% | +22.2% | +7.7% |
| 5Y | +77.3% | +31.9% | +45.4% | +40.1% |
| All | +77.3% | +31.5% | +45.9% | +40.1% |
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