+308.8%
SPOT vs AVAV
+174.1%
+134.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | -3.0% | +9.9% | -12.8% | -5.1% |
| 30D | +15.2% | -5.4% | +20.6% | +15.6% |
| 3M | +21.6% | -36.5% | +58.1% | +31.8% |
| 6M | +45.2% | -25.3% | +70.5% | +48.7% |
| YTD | +4.9% | -48.6% | +53.5% | +13.0% |
| 1Y | -4.8% | -62.1% | +57.3% | +9.5% |
| 3Y | +256.3% | +2.3% | +253.9% | +198.5% |
| 5Y | +120.2% | +35.4% | +84.8% | +62.1% |
| All | +308.8% | +174.1% | +134.6% | +203.7% |
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