+151.0%
KR vs AVAV
+315.4%
-164.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.2% | +1.5% |
| 7D | +4.6% | +4.2% | +0.4% | +4.4% |
| 30D | +12.2% | -2.6% | +14.8% | +12.2% |
| 3M | +24.6% | -38.0% | +62.5% | +26.6% |
| 6M | +8.2% | -27.0% | +35.2% | +8.7% |
| YTD | +15.3% | -51.4% | +66.7% | +17.2% |
| 1Y | +9.8% | -60.2% | +70.0% | +12.7% |
| 3Y | +71.4% | -6.7% | +78.0% | +62.2% |
| 5Y | +85.1% | +28.3% | +56.7% | +66.8% |
| All | +151.0% | +315.4% | -164.4% | +94.4% |
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 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