+643.2%
GEV vs AVAV
-1.9%
+645.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.9% | +0.3% | +2.5% |
| 7D | +8.1% | +3.2% | +4.9% | +7.4% |
| 30D | -1.9% | -20.3% | +18.4% | +2.5% |
| 3M | +4.1% | -19.4% | +23.5% | +7.1% |
| 6M | +23.2% | -35.3% | +58.5% | +31.4% |
| YTD | +48.9% | -38.5% | +87.4% | +54.7% |
| 1Y | +62.2% | -37.2% | +99.4% | +62.2% |
| All | +643.2% | -1.9% | +645.1% | +450.8% |
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