-93.3%
OPEN vs AVAV
+32.4%
-125.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.7% | -4.4% | -6.1% |
| 7D | -24.7% | 0.0% | -24.7% | -26.0% |
| 30D | -41.0% | -9.9% | -31.1% | -39.7% |
| 3M | -62.4% | -34.7% | -27.6% | -57.0% |
| 6M | -73.9% | -26.6% | -47.2% | -72.4% |
| YTD | -77.5% | -48.9% | -28.6% | -73.4% |
| 1Y | -83.6% | -63.0% | -20.6% | -77.9% |
| 3Y | -37.0% | +1.6% | -38.6% | -60.6% |
| 5Y | -93.3% | +34.5% | -127.8% | -97.2% |
| All | -93.3% | +32.4% | -125.7% | -97.2% |
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