+204.3%
GE vs AVAV
+478.6%
-274.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.4% |
| 7D | -1.6% | -2.2% | +0.6% | -1.2% |
| 30D | -11.6% | -13.9% | +2.4% | -9.5% |
| 3M | +3.0% | -29.2% | +32.3% | +7.8% |
| 6M | -0.5% | -36.1% | +35.6% | +4.9% |
| YTD | +9.7% | -40.2% | +49.9% | +15.1% |
| 1Y | +20.0% | -36.2% | +56.2% | +23.4% |
| 3Y | +275.8% | +47.5% | +228.3% | +216.6% |
| 5Y | +429.1% | +39.3% | +389.8% | +331.6% |
| 10Y | +151.2% | +482.6% | -331.4% | +47.1% |
| All | +204.3% | +478.6% | -274.3% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling