+15.2%
KEY vs AVAV
+34.3%
-19.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +12.6% | -9.9% | +1.3% |
| 7D | -0.4% | +3.2% | -3.5% | -0.9% |
| 30D | +7.2% | -7.4% | +14.6% | +7.8% |
| 3M | -4.9% | -32.0% | +27.1% | -1.3% |
| 6M | +1.1% | -24.6% | +25.6% | +2.5% |
| YTD | +6.8% | -47.5% | +54.3% | +11.1% |
| 1Y | +23.3% | -61.5% | +84.8% | +33.5% |
| 3Y | +126.1% | +5.5% | +120.6% | +98.4% |
| 5Y | +15.2% | +35.7% | -20.5% | -5.9% |
| All | +15.2% | +34.3% | -19.1% | -5.9% |
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 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