+235.9%
ROIV vs AVAV
+59.3%
+176.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.7% |
| 7D | +0.6% | -2.2% | +2.9% | +0.9% |
| 30D | +1.0% | -13.9% | +14.9% | +2.8% |
| 3M | +18.3% | -29.2% | +47.5% | +22.7% |
| 6M | +18.3% | -36.1% | +54.5% | +23.6% |
| YTD | +61.0% | -40.2% | +101.2% | +67.8% |
| 1Y | +177.9% | -36.2% | +214.1% | +184.8% |
| 3Y | +199.1% | +47.5% | +151.5% | +162.5% |
| 5Y | +250.7% | +39.3% | +211.4% | +196.3% |
| All | +235.9% | +59.3% | +176.6% | +186.1% |
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