+313.3%
LOW vs AVAV
+423.1%
-109.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +12.6% | -9.2% | +1.8% |
| 7D | +6.4% | +3.2% | +3.2% | +5.7% |
| 30D | +25.6% | -7.4% | +33.0% | +26.3% |
| 3M | +4.6% | -32.0% | +36.6% | +9.1% |
| 6M | +2.5% | -24.6% | +27.1% | +4.3% |
| YTD | -1.6% | -47.5% | +45.9% | +3.3% |
| 1Y | +1.7% | -61.5% | +63.2% | +11.0% |
| 3Y | +29.4% | +5.5% | +24.0% | +15.6% |
| 5Y | +9.6% | +35.7% | -26.1% | -9.6% |
| 10Y | +313.3% | +379.1% | -65.8% | +177.1% |
| All | +313.3% | +423.1% | -109.8% | +177.1% |
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