+76.2%
FDX vs AVAV
+28.1%
+48.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.3% | +1.7% |
| 7D | +5.2% | +4.2% | +1.0% | +4.9% |
| 30D | +11.3% | -2.6% | +13.8% | +11.3% |
| 3M | -4.1% | -38.0% | +33.9% | -1.3% |
| 6M | +9.6% | -27.0% | +36.6% | +10.8% |
| YTD | +40.9% | -51.4% | +92.3% | +45.4% |
| 1Y | +53.0% | -60.2% | +113.2% | +60.2% |
| 3Y | +74.1% | -6.7% | +80.7% | +61.2% |
| All | +76.2% | +28.1% | +48.1% | +50.8% |
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