+559.3%
ROKU vs AVAV
+175.2%
+384.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.4% | +1.4% | -1.8% | -0.9% |
| 30D | +2.1% | -24.3% | +26.4% | +9.6% |
| 3M | +29.5% | -20.1% | +49.6% | +34.1% |
| 6M | +53.8% | -29.4% | +83.2% | +62.3% |
| YTD | +42.8% | -39.3% | +82.2% | +52.3% |
| 1Y | +60.7% | -39.3% | +100.1% | +68.2% |
| 3Y | +83.9% | +29.5% | +54.4% | +36.1% |
| 5Y | -52.8% | +56.3% | -109.1% | -68.7% |
| All | +559.3% | +175.2% | +384.1% | +247.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling