+785.4%
MSCI vs AVAV
+361.4%
+424.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +10.5% | -12.7% | -3.5% |
| 7D | +2.8% | -10.6% | +13.4% | +4.0% |
| 30D | +15.4% | -18.8% | +34.2% | +17.9% |
| 3M | +13.4% | -34.1% | +47.5% | +18.5% |
| 6M | +10.9% | -35.3% | +46.2% | +14.8% |
| YTD | +13.0% | -53.4% | +66.4% | +20.0% |
| 1Y | +12.0% | -65.6% | +77.7% | +23.5% |
| 3Y | +34.1% | -5.1% | +39.2% | +21.3% |
| 5Y | +3.9% | +18.5% | -14.6% | -12.5% |
| All | +785.4% | +361.4% | +424.0% | +519.0% |
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