+33.4%
AG vs AVAV
-68.0%
+101.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -8.3% | +17.5% | +11.0% |
| 7D | -2.6% | -10.1% | +7.5% | -0.5% |
| 30D | -12.1% | -18.7% | +6.6% | -8.0% |
| 3M | -6.6% | -33.0% | +26.4% | +1.9% |
| 6M | -20.5% | -37.2% | +16.7% | -12.2% |
| YTD | -7.4% | -53.2% | +45.7% | +5.6% |
| 1Y | +33.4% | -69.0% | +102.4% | +84.2% |
| All | +33.4% | -68.0% | +101.4% | +84.2% |
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