+62.6%
NDAQ vs AVAV
+18.1%
+44.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.5% | -10.2% | -0.7% |
| 7D | +0.8% | -10.6% | +11.4% | +1.7% |
| 30D | +16.5% | -18.8% | +35.3% | +18.5% |
| 3M | +13.5% | -34.1% | +47.6% | +17.5% |
| 6M | +20.9% | -35.3% | +56.3% | +24.2% |
| YTD | +11.4% | -53.4% | +64.8% | +16.9% |
| 1Y | +25.9% | -65.6% | +91.6% | +36.1% |
| 3Y | +119.9% | -5.1% | +124.9% | +100.5% |
| All | +62.6% | +18.1% | +44.5% | +33.9% |
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