+38.8%
AR vs AVAV
+2.7%
+36.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.6% | -11.8% | -0.1% |
| 7D | -10.5% | +3.2% | -13.7% | -10.8% |
| 30D | +1.3% | -7.4% | +8.7% | +1.6% |
| 3M | +4.8% | -32.0% | +36.8% | +7.3% |
| 6M | +1.2% | -24.6% | +25.7% | +2.1% |
| YTD | +5.5% | -47.5% | +53.0% | +7.1% |
| 1Y | +8.1% | -61.5% | +69.5% | +14.8% |
| 3Y | +38.8% | +5.5% | +33.4% | +20.5% |
| All | +38.8% | +2.7% | +36.1% | +20.5% |
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