-7.4%
ABT vs AVAV
+28.1%
-35.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | -1.3% | +4.2% | -5.5% | -1.5% |
| 30D | +6.0% | -2.6% | +8.6% | +6.0% |
| 3M | -1.9% | -38.0% | +36.1% | +0.2% |
| 6M | +31.2% | -27.0% | +58.2% | +32.3% |
| YTD | -11.2% | -51.4% | +40.2% | -9.2% |
| 1Y | -14.0% | -60.2% | +46.3% | -11.0% |
| 3Y | +20.7% | -6.7% | +27.3% | +11.7% |
| All | -7.4% | +28.1% | -35.5% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling