+29.6%
AAPL vs AVAV
-62.2%
+91.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +2.0% |
| 7D | +1.8% | +9.9% | -8.1% | +1.5% |
| 30D | +4.3% | -5.4% | +9.7% | +4.4% |
| 3M | +16.6% | -36.5% | +53.2% | +17.8% |
| 6M | +21.6% | -25.3% | +46.9% | +22.3% |
| YTD | +31.2% | -48.6% | +79.7% | +33.6% |
| 1Y | +29.6% | -62.1% | +91.6% | +30.8% |
| All | +29.6% | -62.2% | +91.8% | +30.8% |
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