-7.5%
AMCR vs AVAV
+44.7%
-52.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.6% | -2.0% |
| 7D | -1.8% | +3.2% | -5.0% | -2.0% |
| 30D | -6.0% | -20.3% | +14.3% | -4.7% |
| 3M | +18.9% | -19.4% | +38.4% | +20.0% |
| 6M | +5.7% | -35.3% | +40.9% | +7.6% |
| YTD | +11.1% | -38.5% | +49.6% | +12.4% |
| 1Y | +14.4% | -37.2% | +51.6% | +14.7% |
| 3Y | +13.0% | +31.1% | -18.1% | +2.8% |
| 5Y | -7.5% | +41.0% | -48.6% | -15.9% |
| All | -7.5% | +44.7% | -52.3% | -15.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling