+813.8%
ON vs AVAV
+478.6%
+335.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.4% |
| 7D | +2.4% | -2.2% | +4.7% | +3.0% |
| 30D | -3.3% | -13.9% | +10.6% | +0.3% |
| 3M | -43.6% | -29.2% | -14.3% | -39.4% |
| 6M | +19.0% | -36.1% | +55.1% | +29.0% |
| YTD | +37.4% | -40.2% | +77.6% | +46.7% |
| 1Y | +54.8% | -36.2% | +91.0% | +60.2% |
| 3Y | -25.2% | +47.5% | -72.7% | -44.1% |
| 5Y | +62.7% | +39.3% | +23.4% | +16.9% |
| 10Y | +574.3% | +482.6% | +91.8% | +201.4% |
| All | +813.8% | +478.6% | +335.2% | +222.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling