-26.0%
NOW vs AVAV
+7.1%
-33.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.8% | +3.9% | -4.5% |
| 7D | -6.7% | -24.3% | +17.7% | -2.8% |
| 30D | -25.8% | -28.9% | +3.1% | -22.3% |
| 3M | -12.7% | -39.3% | +26.6% | -6.5% |
| 6M | +11.2% | -38.8% | +50.0% | +17.3% |
| YTD | -33.2% | -57.8% | +24.6% | -26.8% |
| 1Y | -41.8% | -70.9% | +29.1% | -32.4% |
| 3Y | -15.7% | -14.8% | -0.8% | -25.5% |
| 5Y | -26.0% | +7.3% | -33.3% | -38.0% |
| All | -26.0% | +7.1% | -33.1% | -38.0% |
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 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