+208.2%
TGT vs AVAV
+478.0%
-269.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -2.6% |
| 7D | -3.6% | -3.2% | -0.4% | -3.2% |
| 30D | +4.4% | -25.6% | +30.0% | +7.9% |
| 3M | +25.4% | -20.2% | +45.6% | +27.5% |
| 6M | +33.4% | -38.1% | +71.4% | +38.9% |
| YTD | +65.6% | -41.8% | +107.4% | +71.8% |
| 1Y | +80.3% | -39.0% | +119.3% | +84.2% |
| 3Y | +42.1% | +24.1% | +18.1% | +25.7% |
| 5Y | -25.0% | +53.0% | -78.0% | -37.6% |
| 10Y | +208.2% | +493.8% | -285.6% | +98.6% |
| All | +208.2% | +478.0% | -269.8% | +98.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling