+47.3%
EXPE vs AVAV
+28.1%
+19.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.6% | -0.9% |
| 7D | -0.5% | +4.2% | -4.7% | -1.0% |
| 30D | -6.1% | -2.6% | -3.5% | -6.1% |
| 3M | -21.3% | -38.0% | +16.6% | -17.6% |
| 6M | +19.0% | -27.0% | +46.0% | +20.9% |
| YTD | -8.4% | -51.4% | +43.0% | -4.0% |
| 1Y | -2.8% | -60.2% | +57.4% | +4.4% |
| 3Y | +120.8% | -6.7% | +127.4% | +92.6% |
| All | +47.3% | +28.1% | +19.2% | +15.8% |
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