+35.1%
APD vs AVAV
-68.0%
+103.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -8.3% | +10.2% | +2.0% |
| 7D | +3.8% | -10.1% | +13.9% | +4.0% |
| 30D | +14.1% | -18.7% | +32.8% | +14.5% |
| 3M | +8.2% | -33.0% | +41.2% | +9.1% |
| 6M | +7.5% | -37.2% | +44.7% | +7.7% |
| YTD | +31.7% | -53.2% | +84.8% | +35.3% |
| 1Y | +35.1% | -69.0% | +104.1% | +27.9% |
| All | +35.1% | -68.0% | +103.1% | +27.9% |
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 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