+83.1%
MKSI vs AVAV
+58.4%
+24.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.5% | -6.8% | -3.3% |
| 7D | +4.9% | -0.1% | +5.0% | +4.8% |
| 30D | -11.0% | -25.0% | +14.0% | -5.4% |
| 3M | -17.1% | -15.0% | -2.1% | -15.5% |
| 6M | +16.4% | -33.6% | +50.0% | +23.9% |
| YTD | +64.3% | -39.2% | +103.5% | +72.3% |
| 1Y | +137.7% | -40.5% | +178.2% | +148.7% |
| 3Y | +189.1% | +29.6% | +159.5% | +136.3% |
| 5Y | +83.1% | +56.7% | +26.4% | +34.7% |
| All | +83.1% | +58.4% | +24.7% | +34.7% |
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