+986.8%
NDAQ vs AVAV
+478.6%
+508.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.6% |
| 7D | -2.4% | -2.2% | -0.2% | -2.1% |
| 30D | +2.5% | -13.9% | +16.4% | +4.6% |
| 3M | +9.9% | -29.2% | +39.2% | +14.6% |
| 6M | +9.4% | -36.1% | +45.6% | +15.0% |
| YTD | +0.4% | -40.2% | +40.6% | +4.9% |
| 1Y | +4.0% | -36.2% | +40.2% | +6.3% |
| 3Y | +94.4% | +47.5% | +46.9% | +61.4% |
| 5Y | +56.7% | +39.3% | +17.4% | +26.0% |
| 10Y | +375.3% | +482.6% | -107.3% | +154.8% |
| All | +986.8% | +478.6% | +508.2% | +404.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling