+72.2%
V vs AVAV
+39.7%
+32.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.9% |
| 7D | -1.7% | -2.2% | +0.5% | -1.6% |
| 30D | +2.0% | -13.9% | +15.9% | +2.7% |
| 3M | +17.4% | -29.2% | +46.6% | +19.2% |
| 6M | +17.5% | -36.1% | +53.6% | +19.7% |
| YTD | +7.6% | -40.2% | +47.8% | +9.2% |
| 1Y | +7.7% | -36.2% | +43.9% | +8.3% |
| 3Y | +54.7% | +47.5% | +7.1% | +39.8% |
| All | +72.2% | +39.7% | +32.5% | +55.4% |
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