-46.4%
AMIX vs AVAV
-35.4%
-11.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -0.5% |
| 7D | -13.7% | -2.2% | -11.5% | -12.2% |
| 30D | -62.1% | -13.9% | -48.1% | -58.3% |
| 3M | -46.2% | -29.2% | -16.9% | -40.5% |
| 6M | -46.4% | -36.1% | -10.3% | -39.9% |
| All | -46.4% | -35.4% | -11.0% | -39.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling