+0.2%
AGG vs AVAV
-39.3%
+39.5%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.1% | -0.2% |
| 7D | -0.2% | -3.2% | +3.0% | -0.1% |
| 30D | -0.2% | -25.6% | +25.3% | 0.0% |
| 3M | -0.7% | -20.2% | +19.5% | -0.5% |
| 6M | -1.8% | -38.1% | +36.3% | -1.4% |
| YTD | -0.6% | -41.8% | +41.2% | -0.1% |
| All | +0.2% | -39.3% | +39.5% | +0.5% |
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