+7.8%
ON vs AVAV
+18.1%
-10.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.5% | -10.0% | -1.4% |
| 7D | -11.7% | -10.6% | -1.1% | -9.9% |
| 30D | -23.3% | -18.8% | -4.5% | -20.5% |
| 3M | -19.2% | -34.1% | +14.9% | -13.4% |
| 6M | -40.1% | -35.3% | -4.8% | -36.6% |
| YTD | +16.9% | -53.4% | +70.3% | +27.2% |
| 1Y | +29.7% | -65.6% | +95.4% | +49.9% |
| 3Y | -4.4% | -5.1% | +0.7% | -19.1% |
| All | +7.8% | +18.1% | -10.3% | -27.7% |
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