+23.9%
AG vs AVAV
-62.2%
+86.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.3% |
| 7D | -4.0% | +9.9% | -13.9% | -6.3% |
| 30D | -13.1% | -5.4% | -7.7% | -12.3% |
| 3M | -22.0% | -36.5% | +14.5% | -14.0% |
| 6M | -37.3% | -25.3% | -12.0% | -33.5% |
| YTD | -11.2% | -48.6% | +37.4% | -0.9% |
| 1Y | +23.9% | -62.1% | +86.0% | +42.3% |
| All | +23.9% | -62.2% | +86.2% | +42.3% |
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 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