+133.7%
GOOG vs AVAV
+44.7%
+89.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.8% | -0.3% |
| 7D | +1.1% | +3.2% | -2.1% | +0.7% |
| 30D | -5.1% | -20.3% | +15.3% | -2.9% |
| 3M | -7.1% | -19.4% | +12.4% | -5.7% |
| 6M | +12.7% | -35.3% | +47.9% | +16.5% |
| YTD | +7.1% | -38.5% | +45.6% | +10.0% |
| 1Y | +43.6% | -37.2% | +80.8% | +45.8% |
| 3Y | +146.8% | +31.1% | +115.7% | +117.3% |
| 5Y | +133.7% | +41.0% | +92.7% | +87.5% |
| All | +133.7% | +44.7% | +89.0% | +87.5% |
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 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