+405.9%
GE vs AVAV
+31.5%
+374.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -3.1% |
| 7D | +5.1% | +18.4% | -13.3% | +2.6% |
| 30D | +7.6% | -4.9% | +12.5% | +8.0% |
| 3M | -9.3% | -37.7% | +28.4% | -3.9% |
| 6M | +11.5% | -28.4% | +40.0% | +14.6% |
| YTD | +7.9% | -50.0% | +57.9% | +14.4% |
| 1Y | +7.6% | -62.6% | +70.3% | +19.0% |
| 3Y | +265.9% | -0.6% | +266.5% | +237.4% |
| 5Y | +405.9% | +31.9% | +374.0% | +324.6% |
| All | +405.9% | +31.5% | +374.4% | +324.6% |
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