+25.6%
AR vs AVAV
-14.7%
+40.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.8% | +7.0% | -2.1% |
| 7D | -11.7% | -24.3% | +12.6% | -10.0% |
| 30D | +1.8% | -28.9% | +30.7% | +4.2% |
| 3M | +6.0% | -39.3% | +45.2% | +9.5% |
| 6M | -7.0% | -38.8% | +31.7% | -4.7% |
| YTD | +5.6% | -57.8% | +63.4% | +8.9% |
| 1Y | +10.8% | -70.9% | +81.7% | +20.7% |
| All | +25.6% | -14.7% | +40.3% | +8.6% |
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 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