+62.8%
META vs AVAV
+39.7%
+23.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.2% |
| 7D | +6.7% | -2.2% | +8.9% | +7.0% |
| 30D | +4.8% | -13.9% | +18.7% | +6.7% |
| 3M | -1.6% | -29.2% | +27.6% | +2.2% |
| 6M | -7.5% | -36.1% | +28.7% | -3.2% |
| YTD | -6.4% | -40.2% | +33.8% | -3.1% |
| 1Y | -17.3% | -36.2% | +18.9% | -16.4% |
| 3Y | +109.9% | +47.5% | +62.4% | +66.9% |
| All | +62.8% | +39.7% | +23.1% | +19.9% |
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