+86.5%
ATI vs AVAV
-68.0%
+154.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.3% | +7.7% | 0.0% |
| 7D | +8.3% | -10.1% | +18.4% | +9.3% |
| 30D | -7.3% | -18.7% | +11.5% | -5.8% |
| 3M | -10.5% | -33.0% | +22.5% | -7.9% |
| 6M | +16.4% | -37.2% | +53.6% | +19.6% |
| YTD | +56.1% | -53.2% | +109.2% | +60.8% |
| 1Y | +86.5% | -69.0% | +155.5% | +98.1% |
| All | +86.5% | -68.0% | +154.5% | +98.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling