+80.7%
QQQ vs AVAV
-5.8%
+86.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.5% | -9.1% | +0.3% |
| 7D | -5.0% | -10.6% | +5.6% | -4.0% |
| 30D | -13.4% | -18.8% | +5.4% | -11.7% |
| 3M | -8.1% | -34.1% | +26.0% | -4.5% |
| 6M | -5.5% | -35.3% | +29.8% | -2.5% |
| YTD | +7.2% | -53.4% | +60.6% | +12.7% |
| 1Y | +7.8% | -65.6% | +73.4% | +17.3% |
| 3Y | +80.7% | -5.1% | +85.8% | +68.2% |
| All | +80.7% | -5.8% | +86.5% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling