+308.8%
SPOT vs AVAV
+179.8%
+129.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.6% | -11.6% | -1.5% |
| 7D | +2.5% | +3.2% | -0.6% | +1.4% |
| 30D | +15.1% | -7.4% | +22.5% | +16.0% |
| 3M | +24.8% | -32.0% | +56.8% | +33.4% |
| 6M | +45.8% | -24.6% | +70.3% | +49.0% |
| YTD | +4.9% | -47.5% | +52.4% | +12.5% |
| 1Y | -1.3% | -61.5% | +60.2% | +13.2% |
| 3Y | +257.7% | +5.5% | +252.2% | +197.8% |
| 5Y | +118.5% | +35.7% | +82.8% | +60.9% |
| All | +308.8% | +179.8% | +129.0% | +202.5% |
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