+162.4%
GE vs AVAV
+423.1%
-260.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.6% | -8.8% | +1.7% |
| 7D | +6.3% | +3.2% | +3.1% | +5.4% |
| 30D | +8.9% | -7.4% | +16.3% | +9.8% |
| 3M | -9.2% | -32.0% | +22.8% | -3.9% |
| 6M | +13.2% | -24.6% | +37.8% | +15.9% |
| YTD | +9.4% | -47.5% | +56.9% | +16.5% |
| 1Y | +9.8% | -61.5% | +71.3% | +23.3% |
| 3Y | +278.2% | +5.5% | +272.7% | +235.9% |
| 5Y | +396.0% | +35.7% | +360.3% | +300.0% |
| 10Y | +162.4% | +379.1% | -216.7% | +72.5% |
| All | +162.4% | +423.1% | -260.8% | +72.5% |
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