+76.2%
O vs AVAV
+315.4%
-239.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.6% |
| 7D | -0.4% | +4.2% | -4.6% | -0.7% |
| 30D | +7.1% | -2.6% | +9.7% | +7.1% |
| 3M | -5.2% | -38.0% | +32.7% | -2.4% |
| 6M | -1.8% | -27.0% | +25.2% | -0.8% |
| YTD | +9.1% | -51.4% | +60.5% | +12.4% |
| 1Y | +9.7% | -60.2% | +69.9% | +14.8% |
| 3Y | +39.1% | -6.7% | +45.8% | +29.2% |
| 5Y | +8.4% | +28.3% | -20.0% | -5.8% |
| All | +76.2% | +315.4% | -239.2% | +39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling