-31.3%
AMT vs AVAV
+39.7%
-71.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -1.0% |
| 7D | -0.2% | -2.2% | +2.0% | -0.1% |
| 30D | +4.6% | -13.9% | +18.6% | +5.2% |
| 3M | -8.4% | -29.2% | +20.8% | -7.3% |
| 6M | -6.0% | -36.1% | +30.1% | -4.6% |
| YTD | +2.1% | -40.2% | +42.3% | +3.6% |
| 1Y | -6.4% | -36.2% | +29.8% | -5.8% |
| 3Y | +8.1% | +47.5% | -39.5% | -3.4% |
| All | -31.3% | +39.7% | -71.0% | -39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling