-12.9%
AMRZ vs AVAV
-39.0%
+26.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -8.3% | +13.5% | +5.5% |
| 7D | +10.3% | -10.1% | +20.4% | +10.7% |
| 30D | +18.7% | -18.7% | +37.4% | +19.6% |
| 3M | -14.6% | -33.0% | +18.4% | -13.2% |
| 6M | -12.9% | -37.2% | +24.3% | -10.7% |
| All | -12.9% | -39.0% | +26.2% | -10.7% |
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