+915.4%
NI vs AVAV
+351.0%
+564.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.5% | -11.1% | -1.6% |
| 7D | -0.9% | -10.6% | +9.6% | -0.1% |
| 30D | +9.6% | -18.8% | +28.4% | +11.5% |
| 3M | +2.5% | -34.1% | +36.6% | +5.9% |
| 6M | -5.8% | -35.3% | +29.5% | -3.4% |
| YTD | +8.6% | -53.4% | +61.9% | +13.4% |
| 1Y | +6.0% | -65.6% | +71.6% | +13.9% |
| 3Y | +91.0% | -5.1% | +96.1% | +78.3% |
| 5Y | +104.8% | +18.5% | +86.3% | +81.4% |
| 10Y | +176.7% | +369.8% | -193.1% | +93.6% |
| All | +915.4% | +351.0% | +564.4% | +547.1% |
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 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