+847.5%
MSCI vs AVAV
+315.4%
+532.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.1% | +1.7% |
| 7D | +3.0% | +4.2% | -1.2% | +2.4% |
| 30D | +17.8% | -2.6% | +20.3% | +17.7% |
| 3M | +15.2% | -38.0% | +53.1% | +21.2% |
| 6M | +16.5% | -27.0% | +43.5% | +18.7% |
| YTD | +16.4% | -51.4% | +67.8% | +22.9% |
| 1Y | +16.8% | -60.2% | +77.0% | +26.4% |
| 3Y | +35.8% | -6.7% | +42.4% | +23.2% |
| 5Y | +7.0% | +28.3% | -21.3% | -11.1% |
| All | +847.5% | +315.4% | +532.1% | +547.0% |
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