+90.5%
APH vs AVAV
+48.2%
+42.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.5% | -45.3% | -47.3% |
| 7D | -48.7% | -5.0% | -43.7% | -48.0% |
| 30D | -51.9% | -13.9% | -38.0% | -50.6% |
| 3M | -43.6% | -29.2% | -14.3% | -40.7% |
| 6M | -37.5% | -36.1% | -1.4% | -33.9% |
| YTD | -38.6% | -40.2% | +1.6% | -34.8% |
| 1Y | -26.3% | -36.2% | +9.9% | -23.1% |
| All | +90.5% | +48.2% | +42.3% | +83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling