-48.6%
APTV vs AVAV
-3.9%
-44.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +0.1% |
| 7D | -1.7% | +4.2% | -6.0% | -2.2% |
| 30D | -11.6% | -2.6% | -9.0% | -11.6% |
| 3M | -21.2% | -38.0% | +16.8% | -17.6% |
| 6M | -28.5% | -27.0% | -1.5% | -27.4% |
| YTD | -49.1% | -51.4% | +2.3% | -46.8% |
| 1Y | -52.2% | -60.2% | +8.0% | -49.2% |
| 3Y | -48.6% | -6.7% | -42.0% | -54.2% |
| All | -48.6% | -3.9% | -44.8% | -54.2% |
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