+24.6%
AR vs AVAV
-5.8%
+30.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +10.5% | -11.3% | -1.6% |
| 7D | -14.3% | -10.6% | -3.7% | -13.6% |
| 30D | +1.4% | -18.8% | +20.2% | +2.8% |
| 3M | +3.4% | -34.1% | +37.5% | +6.1% |
| 6M | -2.1% | -35.3% | +33.3% | 0.0% |
| YTD | +4.7% | -53.4% | +58.1% | +7.2% |
| 1Y | +10.6% | -65.6% | +76.2% | +18.3% |
| 3Y | +24.6% | -5.1% | +29.7% | +6.9% |
| All | +24.6% | -5.8% | +30.4% | +6.9% |
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 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