+38.8%
FXI vs AVAV
-1.1%
+39.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.2% |
| 7D | -4.2% | +18.4% | -22.6% | -4.9% |
| 30D | -2.0% | -4.9% | +2.9% | -1.9% |
| 3M | -5.0% | -37.7% | +32.7% | -3.0% |
| 6M | -9.6% | -28.4% | +18.8% | -8.9% |
| YTD | -11.9% | -50.0% | +38.1% | -9.9% |
| 1Y | -16.7% | -62.6% | +46.0% | -13.4% |
| All | +38.8% | -1.1% | +39.9% | +32.2% |
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 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