+246.8%
PR vs AVAV
+19.9%
+226.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -8.3% | +1.8% | -5.6% |
| 7D | -12.1% | -10.1% | -2.0% | -11.1% |
| 30D | +0.9% | -18.7% | +19.6% | +3.2% |
| 3M | +10.1% | -33.0% | +43.1% | +14.8% |
| 6M | +1.1% | -37.2% | +38.3% | +4.7% |
| YTD | +63.7% | -53.2% | +116.8% | +72.6% |
| 1Y | +87.0% | -69.0% | +156.0% | +111.7% |
| 3Y | +70.7% | -5.5% | +76.2% | +42.5% |
| 5Y | +246.8% | +20.1% | +226.7% | +211.8% |
| All | +246.8% | +19.9% | +226.9% | +211.8% |
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