-40.8%
INFY vs AVAV
+28.1%
-68.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.1% |
| 7D | -1.7% | +4.2% | -5.9% | -2.0% |
| 30D | +7.1% | -2.6% | +9.6% | +7.0% |
| 3M | -1.0% | -38.0% | +37.0% | +1.8% |
| 6M | +5.9% | -27.0% | +32.9% | +7.0% |
| YTD | -29.5% | -51.4% | +21.9% | -27.1% |
| 1Y | -26.0% | -60.2% | +34.3% | -22.5% |
| 3Y | -19.4% | -6.7% | -12.8% | -22.3% |
| All | -40.8% | +28.1% | -68.9% | -46.4% |
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