+251.0%
SPOT vs AVAV
+210.3%
+40.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | 0.0% |
| 7D | -6.5% | -3.2% | -3.3% | -5.9% |
| 30D | +2.2% | -25.6% | +27.7% | +8.2% |
| 3M | +5.4% | -20.2% | +25.6% | +8.3% |
| 6M | -4.0% | -38.1% | +34.0% | +3.1% |
| YTD | -9.9% | -41.8% | +31.9% | -4.6% |
| 1Y | -27.3% | -39.0% | +11.8% | -25.1% |
| 3Y | +236.4% | +24.1% | +212.3% | +171.8% |
| 5Y | +112.6% | +53.0% | +59.5% | +54.0% |
| All | +251.0% | +210.3% | +40.7% | +156.6% |
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