+36.4%
KR vs AVAV
+33.5%
+2.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.0% | -1.4% |
| 7D | -3.1% | -3.2% | +0.1% | -3.1% |
| 30D | +0.6% | -25.6% | +26.2% | +0.5% |
| 3M | -9.8% | -20.2% | +10.4% | -9.8% |
| 6M | -22.1% | -38.1% | +15.9% | -22.1% |
| YTD | -8.1% | -41.8% | +33.7% | -8.1% |
| 1Y | -14.7% | -39.0% | +24.4% | -14.9% |
| 3Y | +28.6% | +24.1% | +4.5% | +24.3% |
| 5Y | +36.4% | +53.0% | -16.7% | +26.5% |
| All | +36.4% | +33.5% | +2.8% | +26.5% |
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 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