+106.7%
NI vs AVAV
+18.1%
+88.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.5% | -11.1% | -1.1% |
| 7D | -0.9% | -10.6% | +9.6% | -0.5% |
| 30D | +9.6% | -18.8% | +28.4% | +10.6% |
| 3M | +2.5% | -34.1% | +36.6% | +4.2% |
| 6M | -5.8% | -35.3% | +29.5% | -4.5% |
| YTD | +8.6% | -53.4% | +61.9% | +11.3% |
| 1Y | +6.0% | -65.6% | +71.6% | +10.6% |
| 3Y | +91.0% | -5.1% | +96.1% | +79.1% |
| All | +106.7% | +18.1% | +88.6% | +87.6% |
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 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