+67.6%
AA vs AVAV
+1.7%
+65.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -4.0% |
| 7D | +1.2% | 0.0% | +1.3% | +1.0% |
| 30D | -5.0% | -9.9% | +4.9% | -3.8% |
| 3M | -22.2% | -34.7% | +12.5% | -17.3% |
| 6M | -36.3% | -26.6% | -9.7% | -34.1% |
| YTD | -24.2% | -48.9% | +24.8% | -19.2% |
| 1Y | +3.9% | -63.0% | +66.9% | +15.9% |
| 3Y | +67.6% | +1.6% | +66.0% | +51.9% |
| All | +67.6% | +1.7% | +65.9% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling