+845.6%
NI vs AVAV
+478.6%
+367.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | +2.0% | -2.2% | +4.2% | +2.2% |
| 30D | -3.5% | -13.9% | +10.4% | -2.4% |
| 3M | -9.1% | -29.2% | +20.1% | -6.9% |
| 6M | -11.8% | -36.1% | +24.3% | -9.4% |
| YTD | +1.1% | -40.2% | +41.3% | +3.6% |
| 1Y | +6.7% | -36.2% | +42.9% | +7.9% |
| 3Y | +71.1% | +47.5% | +23.6% | +52.9% |
| 5Y | +94.3% | +39.3% | +55.0% | +70.3% |
| 10Y | +135.8% | +482.6% | -346.8% | +62.5% |
| All | +845.6% | +478.6% | +367.0% | +491.0% |
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