+86.7%
NOK vs AVAV
+39.7%
+47.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.8% |
| 7D | -1.8% | -2.2% | +0.5% | -1.6% |
| 30D | +4.7% | -13.9% | +18.6% | +5.8% |
| 3M | -39.7% | -29.2% | -10.4% | -38.4% |
| 6M | +23.1% | -36.1% | +59.2% | +26.1% |
| YTD | +55.0% | -40.2% | +95.2% | +57.8% |
| 1Y | +118.0% | -36.2% | +154.3% | +119.3% |
| 3Y | +170.5% | +47.5% | +123.0% | +138.2% |
| All | +86.7% | +39.7% | +47.0% | +57.7% |
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