+582.4%
AMT vs AVAV
+308.3%
+274.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.8% | +9.4% | +0.5% |
| 7D | +4.4% | -24.3% | +28.7% | +7.2% |
| 30D | +17.7% | -28.9% | +46.6% | +21.6% |
| 3M | +16.7% | -39.3% | +55.9% | +22.1% |
| 6M | +11.1% | -38.8% | +49.9% | +15.0% |
| YTD | +13.9% | -57.8% | +71.7% | +21.0% |
| 1Y | +12.5% | -70.9% | +83.4% | +24.2% |
| 3Y | +13.2% | -14.8% | +28.0% | +5.0% |
| 5Y | -17.9% | +7.3% | -25.2% | -28.5% |
| 10Y | +122.8% | +325.3% | -202.5% | +46.0% |
| All | +582.4% | +308.3% | +274.1% | +287.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling