+93.4%
GOOG vs AVAV
+34.3%
+59.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +12.6% | -11.9% | -0.5% |
| 7D | +2.9% | +3.2% | -0.3% | +2.3% |
| 30D | -17.8% | -7.4% | -10.4% | -17.4% |
| 3M | -19.0% | -32.0% | +13.0% | -16.1% |
| 6M | -27.9% | -24.6% | -3.3% | -26.9% |
| YTD | -8.7% | -47.5% | +38.8% | -5.0% |
| 1Y | +2.5% | -61.5% | +64.0% | +10.7% |
| 3Y | +119.2% | +5.5% | +113.8% | +96.7% |
| 5Y | +93.4% | +35.7% | +57.7% | +54.1% |
| All | +93.4% | +34.3% | +59.2% | +54.1% |
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 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