+31.2%
ALL vs AVAV
-67.9%
+99.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.5% | -14.9% | -4.0% |
| 7D | -1.9% | -10.6% | +8.6% | -2.2% |
| 30D | +13.8% | -18.8% | +32.6% | +13.1% |
| 3M | -7.0% | -34.1% | +27.1% | -8.1% |
| 6M | +18.0% | -35.3% | +53.4% | +16.8% |
| YTD | +24.2% | -53.4% | +77.6% | +20.6% |
| 1Y | +31.2% | -65.6% | +96.8% | +27.0% |
| All | +31.2% | -67.9% | +99.0% | +27.0% |
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