+10.2%
O vs AVAV
+35.3%
-25.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | +0.6% | +9.9% | -9.3% | +0.3% |
| 30D | +9.4% | -5.4% | +14.8% | +9.5% |
| 3M | -2.4% | -36.5% | +34.2% | -1.2% |
| 6M | -1.9% | -25.3% | +23.4% | -1.5% |
| YTD | +10.5% | -48.6% | +59.0% | +11.8% |
| 1Y | +10.0% | -62.1% | +72.1% | +12.6% |
| 3Y | +40.5% | +2.3% | +38.2% | +32.2% |
| 5Y | +10.2% | +35.4% | -25.2% | -0.1% |
| All | +10.2% | +35.3% | -25.1% | -0.1% |
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 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