-15.1%
AMRZ vs AVAV
-71.4%
+56.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.8% | +6.4% | -2.8% |
| 7D | +2.5% | -24.3% | +26.8% | +4.1% |
| 30D | +14.4% | -28.9% | +43.3% | +16.6% |
| 3M | -19.2% | -39.3% | +20.1% | -16.9% |
| 6M | -19.7% | -38.8% | +19.0% | -18.0% |
| YTD | -20.2% | -57.8% | +37.6% | -16.2% |
| 1Y | -15.1% | -70.9% | +55.8% | -9.0% |
| All | -15.1% | -71.4% | +56.4% | -9.0% |
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