+3.9%
APH vs AVAV
-71.4%
+75.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.8% | +0.5% | -7.2% |
| 7D | -12.7% | -24.3% | +11.6% | -7.5% |
| 30D | -19.2% | -28.9% | +9.7% | -13.4% |
| 3M | -16.7% | -39.3% | +22.6% | -8.4% |
| 6M | +5.1% | -38.8% | +43.9% | +13.0% |
| YTD | +6.6% | -57.8% | +64.4% | +21.2% |
| 1Y | +3.9% | -70.9% | +74.8% | +31.7% |
| All | +3.9% | -71.4% | +75.3% | +31.7% |
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 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