-83.7%
FIG vs AVAV
-57.8%
-25.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.5% | -8.5% | +0.1% |
| 7D | -13.1% | -10.6% | -2.5% | -11.5% |
| 30D | -13.0% | -18.8% | +5.8% | -10.1% |
| 3M | -21.5% | -34.1% | +12.6% | -16.4% |
| 6M | -2.5% | -35.3% | +32.8% | +3.1% |
| YTD | -49.7% | -53.4% | +3.7% | -45.7% |
| 1Y | -59.1% | -65.6% | +6.6% | -51.3% |
| All | -83.7% | -57.8% | -25.9% | -81.2% |
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