-11.0%
AFRM vs AVAV
-62.9%
+51.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.6% |
| 7D | -4.4% | +4.2% | -8.6% | -5.3% |
| 30D | -7.7% | -2.6% | -5.1% | -7.6% |
| 3M | -16.9% | -38.0% | +21.1% | -9.0% |
| 6M | +2.5% | -27.0% | +29.5% | +7.9% |
| YTD | -12.5% | -51.4% | +38.9% | -2.0% |
| 1Y | -11.0% | -60.2% | +49.2% | -0.4% |
| All | -11.0% | -62.9% | +51.9% | -0.4% |
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