+104.9%
EXPE vs AVAV
+39.7%
+65.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -1.5% |
| 7D | -9.5% | -2.2% | -7.3% | -9.3% |
| 30D | -6.6% | -13.9% | +7.3% | -5.3% |
| 3M | +31.4% | -29.2% | +60.6% | +35.4% |
| 6M | +35.2% | -36.1% | +71.3% | +40.1% |
| YTD | +5.8% | -40.2% | +46.0% | +8.9% |
| 1Y | +38.7% | -36.2% | +74.9% | +39.7% |
| 3Y | +175.8% | +47.5% | +128.3% | +125.7% |
| All | +104.9% | +39.7% | +65.2% | +57.7% |
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