-45.2%
INFY vs AVAV
+33.5%
-78.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -1.4% |
| 7D | -8.7% | -3.2% | -5.5% | -8.5% |
| 30D | -13.0% | -25.6% | +12.6% | -11.3% |
| 3M | -8.8% | -20.2% | +11.5% | -7.8% |
| 6M | -22.6% | -38.1% | +15.5% | -20.6% |
| YTD | -37.3% | -41.8% | +4.5% | -35.7% |
| 1Y | -33.4% | -39.0% | +5.7% | -32.1% |
| 3Y | -32.3% | +24.1% | -56.4% | -35.9% |
| 5Y | -45.2% | +53.0% | -98.3% | -49.8% |
| All | -45.2% | +33.5% | -78.8% | -49.8% |
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