+14.5%
ABT vs AVAV
+24.2%
-9.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.4% |
| 7D | -3.7% | -2.2% | -1.5% | -3.7% |
| 30D | +2.5% | -13.9% | +16.4% | +2.7% |
| 3M | +20.2% | -29.2% | +49.4% | +20.7% |
| 6M | -2.9% | -36.1% | +33.2% | -2.6% |
| YTD | -11.9% | -40.2% | +28.3% | -11.5% |
| 1Y | -16.5% | -36.2% | +19.7% | -16.2% |
| All | +14.5% | +24.2% | -9.6% | +5.3% |
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 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