+236.2%
MRK vs AVAV
+478.0%
-241.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.7% | -0.4% |
| 7D | -2.7% | -3.2% | +0.4% | -2.6% |
| 30D | +12.7% | -25.6% | +38.2% | +13.9% |
| 3M | +24.2% | -20.2% | +44.5% | +25.0% |
| 6M | +27.8% | -38.1% | +65.9% | +29.5% |
| YTD | +42.2% | -41.8% | +84.0% | +43.8% |
| 1Y | +80.2% | -39.0% | +119.2% | +81.5% |
| 3Y | +48.4% | +24.1% | +24.3% | +40.9% |
| 5Y | +133.6% | +53.0% | +80.5% | +114.7% |
| 10Y | +236.2% | +493.8% | -257.6% | +164.2% |
| All | +236.2% | +478.0% | -241.8% | +164.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling