+475.8%
NDAQ vs AVAV
+358.8%
+117.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.7% |
| 7D | +2.9% | 0.0% | +2.9% | +2.6% |
| 30D | +17.5% | -9.9% | +27.4% | +18.5% |
| 3M | +15.4% | -34.7% | +50.2% | +20.6% |
| 6M | +24.6% | -26.6% | +51.2% | +26.8% |
| YTD | +14.4% | -48.9% | +63.4% | +20.0% |
| 1Y | +26.9% | -63.0% | +89.9% | +38.3% |
| 3Y | +119.8% | +1.6% | +118.3% | +99.3% |
| 5Y | +70.5% | +34.5% | +36.0% | +43.6% |
| 10Y | +475.8% | +359.3% | +116.5% | +305.6% |
| All | +475.8% | +358.8% | +117.0% | +305.6% |
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