+73.2%
SPY vs AVAV
+31.5%
+41.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.1% |
| 7D | +3.3% | +18.4% | -15.1% | +1.5% |
| 30D | -2.7% | -4.9% | +2.3% | -2.5% |
| 3M | -1.7% | -37.7% | +35.9% | +2.4% |
| 6M | +3.1% | -28.4% | +31.5% | +5.0% |
| YTD | +11.9% | -50.0% | +61.9% | +16.6% |
| 1Y | +12.0% | -62.6% | +74.6% | +20.4% |
| 3Y | +78.2% | -0.6% | +78.8% | +63.3% |
| 5Y | +73.2% | +31.9% | +41.3% | +44.3% |
| All | +73.2% | +31.5% | +41.8% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling