+25.6%
ON vs AVAV
+35.3%
-9.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.7% | +5.0% | +5.6% |
| 7D | +3.3% | +9.9% | -6.5% | +1.6% |
| 30D | -3.1% | -5.4% | +2.3% | -2.3% |
| 3M | -9.2% | -36.5% | +27.3% | -2.1% |
| 6M | -31.4% | -25.3% | -6.1% | -29.2% |
| YTD | +36.0% | -48.6% | +84.5% | +45.2% |
| 1Y | +52.0% | -62.1% | +114.1% | +72.4% |
| 3Y | +9.3% | +2.3% | +6.9% | -8.5% |
| All | +25.6% | +35.3% | -9.7% | -16.5% |
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