-18.5%
GIS vs AVAV
+516.1%
-534.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.4% | -1.6% |
| 7D | -8.3% | +3.2% | -11.5% | -8.3% |
| 30D | +2.2% | -20.3% | +22.5% | +2.3% |
| 3M | +15.7% | -19.4% | +35.1% | +15.9% |
| 6M | -12.0% | -35.3% | +23.3% | -11.7% |
| YTD | -15.0% | -38.5% | +23.5% | -14.8% |
| 1Y | -20.1% | -37.2% | +17.1% | -20.1% |
| 3Y | -34.6% | +31.1% | -65.7% | -36.7% |
| 5Y | -22.8% | +41.0% | -63.9% | -26.1% |
| 10Y | -18.5% | +508.8% | -527.3% | -30.7% |
| All | -18.5% | +516.1% | -534.6% | -30.7% |
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