+62.9%
ON vs AVAV
+39.7%
+23.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | +2.4% | -2.2% | +4.7% | +2.8% |
| 30D | -3.3% | -13.9% | +10.6% | -0.8% |
| 3M | -43.6% | -29.2% | -14.3% | -40.6% |
| 6M | +19.0% | -36.1% | +55.1% | +26.0% |
| YTD | +37.4% | -40.2% | +77.6% | +43.5% |
| 1Y | +54.8% | -36.2% | +91.0% | +58.2% |
| 3Y | -25.2% | +47.5% | -72.7% | -42.5% |
| All | +62.9% | +39.7% | +23.2% | +12.7% |
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