+325.3%
JCI vs AVAV
+516.1%
-190.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +0.6% |
| 7D | +5.1% | +3.2% | +1.9% | +4.7% |
| 30D | -3.8% | -20.3% | +16.5% | -1.1% |
| 3M | +1.9% | -19.4% | +21.3% | +3.7% |
| 6M | +11.2% | -35.3% | +46.5% | +15.6% |
| YTD | +22.9% | -38.5% | +61.4% | +26.2% |
| 1Y | +37.4% | -37.2% | +74.6% | +39.2% |
| 3Y | +167.8% | +31.1% | +136.7% | +131.1% |
| 5Y | +115.0% | +41.0% | +74.0% | +76.0% |
| 10Y | +325.3% | +508.8% | -183.4% | +143.5% |
| All | +325.3% | +516.1% | -190.8% | +143.5% |
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 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