+70.9%
NDAQ vs AVAV
+35.3%
+35.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | 0.0% | +9.9% | -9.9% | -1.0% |
| 30D | +16.3% | -5.4% | +21.7% | +16.6% |
| 3M | +15.8% | -36.5% | +52.4% | +20.3% |
| 6M | +24.8% | -25.3% | +50.1% | +26.3% |
| YTD | +14.1% | -48.6% | +62.6% | +18.5% |
| 1Y | +26.5% | -62.1% | +88.6% | +35.4% |
| 3Y | +119.1% | +2.3% | +116.8% | +98.6% |
| 5Y | +70.9% | +35.4% | +35.6% | +41.1% |
| All | +70.9% | +35.3% | +35.6% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling