+469.3%
NDAQ vs AVAV
+423.1%
+46.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +12.6% | -11.3% | -0.2% |
| 7D | -0.1% | +3.2% | -3.3% | -0.7% |
| 30D | +15.9% | -7.4% | +23.3% | +16.5% |
| 3M | +15.1% | -32.0% | +47.1% | +19.7% |
| 6M | +22.9% | -24.6% | +47.4% | +24.7% |
| YTD | +12.8% | -47.5% | +60.4% | +17.9% |
| 1Y | +26.0% | -61.5% | +87.5% | +36.6% |
| 3Y | +119.7% | +5.5% | +114.2% | +98.3% |
| 5Y | +65.4% | +35.7% | +29.7% | +39.3% |
| 10Y | +469.3% | +379.1% | +90.2% | +299.8% |
| All | +469.3% | +423.1% | +46.2% | +299.8% |
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