+1,826.0%
QQQ vs AVAV
+478.6%
+1,347.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +0.4% | -2.2% | +2.6% | +0.7% |
| 30D | +0.2% | -13.9% | +14.2% | +2.4% |
| 3M | -2.8% | -29.2% | +26.4% | +1.5% |
| 6M | +18.0% | -36.1% | +54.1% | +24.1% |
| YTD | +17.3% | -40.2% | +57.5% | +22.6% |
| 1Y | +25.6% | -36.2% | +61.8% | +28.6% |
| 3Y | +93.7% | +47.5% | +46.2% | +63.1% |
| 5Y | +94.2% | +39.3% | +54.9% | +58.7% |
| 10Y | +557.9% | +482.6% | +75.3% | +282.0% |
| All | +1,826.0% | +478.6% | +1,347.4% | +878.2% |
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 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