+22.4%
A vs AVAV
-63.5%
+85.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.5% | -0.9% |
| 7D | +1.4% | 0.0% | +1.4% | +1.1% |
| 30D | +4.3% | -9.9% | +14.2% | +5.3% |
| 3M | +19.8% | -34.7% | +54.5% | +25.5% |
| 6M | +54.4% | -26.6% | +81.0% | +59.0% |
| YTD | +31.7% | -48.9% | +80.7% | +37.2% |
| 1Y | +22.4% | -63.0% | +85.5% | +32.0% |
| All | +22.4% | -63.5% | +85.9% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling