+93.1%
FOXA vs AVAV
+44.7%
+48.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -0.5% |
| 7D | -0.6% | +3.2% | -3.8% | -0.8% |
| 30D | +2.3% | -20.3% | +22.6% | +3.9% |
| 3M | -2.8% | -19.4% | +16.6% | -1.8% |
| 6M | +9.6% | -35.3% | +44.9% | +12.0% |
| YTD | -9.9% | -38.5% | +28.6% | -8.3% |
| 1Y | +5.4% | -37.2% | +42.6% | +6.2% |
| 3Y | +115.3% | +31.1% | +84.2% | +96.7% |
| 5Y | +93.1% | +41.0% | +52.0% | +67.3% |
| All | +93.1% | +44.7% | +48.4% | +67.3% |
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