+3,459.3%
FIX vs AVAV
+317.7%
+3,141.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -9.8% | -1.7% | -9.3% |
| 7D | -27.2% | -24.3% | -2.9% | -22.1% |
| 30D | -46.9% | -28.9% | -18.0% | -42.4% |
| 3M | -44.4% | -39.3% | -5.2% | -37.9% |
| 6M | -50.9% | -38.8% | -12.1% | -46.5% |
| YTD | +3.5% | -57.8% | +61.3% | +19.1% |
| 1Y | -2.1% | -70.9% | +68.8% | +23.3% |
| 3Y | +418.7% | -14.8% | +433.6% | +376.8% |
| 5Y | +894.6% | +7.3% | +887.3% | +710.5% |
| All | +3,459.3% | +317.7% | +3,141.6% | +1,695.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling