+122.0%
KRE vs AVAV
+478.0%
-356.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.2% |
| 7D | -1.1% | -3.2% | +2.1% | -0.6% |
| 30D | -3.4% | -25.6% | +22.2% | +1.4% |
| 3M | +3.7% | -20.2% | +23.9% | +6.2% |
| 6M | +14.8% | -38.1% | +52.8% | +21.6% |
| YTD | +14.7% | -41.8% | +56.4% | +20.3% |
| 1Y | +16.0% | -39.0% | +55.1% | +18.9% |
| 3Y | +84.3% | +24.1% | +60.2% | +51.8% |
| 5Y | +30.9% | +53.0% | -22.2% | -3.1% |
| 10Y | +122.0% | +493.8% | -371.9% | +0.8% |
| All | +122.0% | +478.0% | -356.0% | +0.8% |
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