+8.7%
AA vs AVAV
-62.5%
+71.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +12.6% | -6.8% | +3.5% |
| 7D | +4.8% | +3.2% | +1.7% | +3.9% |
| 30D | -0.6% | -7.4% | +6.8% | +0.1% |
| 3M | -16.3% | -32.0% | +15.7% | -11.3% |
| 6M | -33.4% | -24.6% | -8.8% | -30.9% |
| YTD | -20.7% | -47.5% | +26.8% | -21.0% |
| All | +8.7% | -62.5% | +71.1% | +20.1% |
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