+20.1%
FXI vs AVAV
+423.1%
-403.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +12.6% | -13.4% | -2.0% |
| 7D | +4.4% | +3.2% | +1.2% | +3.8% |
| 30D | +1.2% | -7.4% | +8.6% | +1.6% |
| 3M | -4.2% | -32.0% | +27.8% | -1.0% |
| 6M | -6.2% | -24.6% | +18.3% | -5.2% |
| YTD | -8.8% | -47.5% | +38.7% | -5.5% |
| 1Y | -11.6% | -61.5% | +49.9% | -5.4% |
| 3Y | +45.1% | +5.5% | +39.7% | +32.7% |
| 5Y | -1.2% | +35.7% | -36.9% | -15.7% |
| 10Y | +20.1% | +379.1% | -359.0% | -7.5% |
| All | +20.1% | +423.1% | -403.1% | -7.5% |
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