+776.9%
XLK vs AVAV
+520.8%
+256.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.9% | -2.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.5% |
| 30D | -0.5% | -25.0% | +24.5% | +3.9% |
| 3M | +5.0% | -15.0% | +19.9% | +6.4% |
| 6M | +32.9% | -33.6% | +66.5% | +38.8% |
| YTD | +29.0% | -39.2% | +68.2% | +34.4% |
| 1Y | +37.8% | -40.5% | +78.3% | +43.1% |
| 3Y | +118.7% | +29.6% | +89.1% | +90.0% |
| 5Y | +145.6% | +56.7% | +88.9% | +97.6% |
| All | +776.9% | +520.8% | +256.1% | +461.3% |
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 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