+103.1%
KRE vs AVAV
+423.1%
-320.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | -0.4% |
| 7D | -0.4% | +3.2% | -3.5% | -1.3% |
| 30D | +6.4% | -7.4% | +13.8% | +7.3% |
| 3M | -3.1% | -32.0% | +28.9% | +2.6% |
| 6M | +6.4% | -24.6% | +30.9% | +8.5% |
| YTD | +15.3% | -47.5% | +62.8% | +22.3% |
| 1Y | +23.3% | -61.5% | +84.7% | +38.2% |
| 3Y | +93.6% | +5.5% | +88.2% | +64.2% |
| 5Y | +13.2% | +35.7% | -22.5% | -14.5% |
| 10Y | +103.1% | +379.1% | -276.0% | +3.4% |
| All | +103.1% | +423.1% | -320.0% | +3.4% |
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