+800.7%
MSCI vs AVAV
+358.8%
+441.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +1.9% |
| 7D | +2.7% | 0.0% | +2.7% | +2.4% |
| 30D | +16.2% | -9.9% | +26.2% | +17.2% |
| 3M | +17.1% | -34.7% | +51.8% | +22.4% |
| 6M | +13.0% | -26.6% | +39.6% | +15.1% |
| YTD | +15.8% | -48.9% | +64.7% | +21.5% |
| 1Y | +15.5% | -63.0% | +78.5% | +26.2% |
| 3Y | +32.3% | +1.6% | +30.7% | +18.8% |
| 5Y | +8.2% | +34.5% | -26.3% | -10.5% |
| 10Y | +800.7% | +359.3% | +441.4% | +529.2% |
| All | +800.7% | +358.8% | +441.9% | +529.2% |
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 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