+42.6%
FXI vs AVAV
-5.8%
+48.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.5% | -10.4% | -0.4% |
| 7D | +5.7% | -10.6% | +16.2% | +6.1% |
| 30D | +4.6% | -18.8% | +23.4% | +5.5% |
| 3M | -2.8% | -34.1% | +31.3% | -1.1% |
| 6M | -6.1% | -35.3% | +29.3% | -4.8% |
| YTD | -8.0% | -53.4% | +45.3% | -5.6% |
| 1Y | -11.3% | -65.6% | +54.3% | -7.4% |
| 3Y | +42.6% | -5.1% | +47.7% | +24.0% |
| All | +42.6% | -5.8% | +48.4% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling