+52.4%
OMC vs AVAV
+28.1%
+24.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.1% | +1.5% |
| 7D | +1.9% | +4.2% | -2.4% | +1.6% |
| 30D | +12.2% | -2.6% | +14.8% | +12.2% |
| 3M | +0.6% | -38.0% | +38.6% | +3.2% |
| 6M | +21.0% | -27.0% | +48.0% | +22.3% |
| YTD | +12.4% | -51.4% | +63.8% | +15.7% |
| 1Y | +25.4% | -60.2% | +85.6% | +30.7% |
| 3Y | +29.2% | -6.7% | +35.8% | +18.6% |
| All | +52.4% | +28.1% | +24.3% | +29.7% |
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