+27.7%
ALL vs AVAV
-62.1%
+89.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -2.6% | +9.9% | -12.4% | -2.0% |
| 30D | +12.7% | -5.4% | +18.1% | +12.8% |
| 3M | +0.4% | -36.5% | +36.9% | -0.9% |
| 6M | +23.8% | -25.3% | +49.1% | +23.2% |
| YTD | +27.8% | -48.6% | +76.4% | +24.6% |
| All | +27.7% | -62.1% | +89.8% | +24.6% |
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