+141.4%
APTV vs AVAV
+250.0%
-108.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.5% | -13.9% | -5.4% |
| 7D | -10.2% | -10.6% | +0.4% | -8.6% |
| 30D | -10.8% | -18.8% | +8.0% | -7.7% |
| 3M | -14.8% | -34.1% | +19.3% | -8.5% |
| 6M | -30.6% | -35.3% | +4.8% | -26.7% |
| YTD | -48.2% | -53.4% | +5.2% | -43.0% |
| 1Y | -52.0% | -65.6% | +13.7% | -44.1% |
| 3Y | -47.0% | -5.1% | -42.0% | -54.0% |
| 5Y | -77.5% | +18.5% | -96.0% | -82.4% |
| 10Y | -27.0% | +369.8% | -396.8% | -60.4% |
| All | +141.4% | +250.0% | -108.6% | +34.6% |
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