+80.0%
JNJ vs AVAV
+44.7%
+35.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.9% | -5.1% | -2.2% |
| 7D | -0.8% | +3.2% | -4.0% | -0.8% |
| 30D | +4.3% | -20.3% | +24.6% | +4.3% |
| 3M | +16.5% | -19.4% | +35.9% | +16.5% |
| 6M | +13.1% | -35.3% | +48.4% | +13.3% |
| YTD | +32.1% | -38.5% | +70.6% | +32.2% |
| 1Y | +54.5% | -37.2% | +91.7% | +54.2% |
| 3Y | +82.5% | +31.1% | +51.4% | +76.5% |
| 5Y | +80.0% | +41.0% | +39.0% | +78.9% |
| All | +80.0% | +44.7% | +35.3% | +78.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling