+5,892.0%
FIX vs AVAV
+479.1%
+5,412.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.3% |
| 7D | +6.0% | -2.2% | +8.3% | +6.6% |
| 30D | -7.2% | -13.9% | +6.7% | -4.4% |
| 3M | -15.9% | -29.2% | +13.4% | -10.6% |
| 6M | +12.7% | -36.1% | +48.9% | +21.1% |
| YTD | +72.8% | -40.2% | +113.0% | +83.5% |
| 1Y | +122.9% | -36.2% | +159.1% | +131.6% |
| 3Y | +774.3% | +47.5% | +726.8% | +600.8% |
| 5Y | +2,049.5% | +39.3% | +2,010.2% | +1,551.6% |
| All | +5,892.0% | +479.1% | +5,412.9% | +2,710.1% |
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