+230.3%
XLI vs AVAV
+339.7%
-109.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +0.9% | +9.9% | -9.0% | -0.6% |
| 30D | +1.1% | -5.4% | +6.5% | +1.5% |
| 3M | -7.7% | -36.5% | +28.9% | -2.2% |
| 6M | -1.8% | -25.3% | +23.4% | +0.2% |
| YTD | +11.1% | -48.6% | +59.7% | +17.4% |
| 1Y | +12.1% | -62.1% | +74.2% | +23.8% |
| 3Y | +73.8% | +2.3% | +71.5% | +55.3% |
| 5Y | +73.8% | +35.4% | +38.4% | +41.1% |
| All | +230.3% | +339.7% | -109.4% | +111.6% |
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 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