+2,771.1%
NOW vs AVAV
+447.7%
+2,323.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.6% |
| 7D | -2.4% | -2.2% | -0.2% | -1.9% |
| 30D | +20.5% | -13.9% | +34.4% | +24.0% |
| 3M | +18.3% | -29.2% | +47.6% | +25.0% |
| 6M | +24.1% | -36.1% | +60.2% | +32.9% |
| YTD | -7.8% | -40.2% | +32.4% | -2.3% |
| 1Y | -21.4% | -36.2% | +14.8% | -19.0% |
| 3Y | +19.5% | +47.5% | -28.0% | -6.5% |
| 5Y | +4.1% | +39.3% | -35.2% | -21.3% |
| 10Y | +826.4% | +482.6% | +343.9% | +334.8% |
| All | +2,771.1% | +447.7% | +2,323.4% | +1,309.2% |
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