+86.7%
SYY vs AVAV
+315.4%
-228.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.9% | +1.4% |
| 7D | +0.3% | +4.2% | -3.9% | -0.2% |
| 30D | -4.8% | -2.6% | -2.2% | -4.8% |
| 3M | -7.1% | -38.0% | +30.9% | -2.9% |
| 6M | +6.8% | -27.0% | +33.8% | +8.4% |
| YTD | +7.7% | -51.4% | +59.1% | +12.8% |
| 1Y | +5.7% | -60.2% | +65.9% | +13.1% |
| 3Y | +24.6% | -6.7% | +31.2% | +12.3% |
| 5Y | +15.6% | +28.3% | -12.7% | -5.6% |
| All | +86.7% | +315.4% | -228.7% | +24.5% |
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