+314.3%
ATI vs AVAV
-5.8%
+320.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.5% | -6.0% | +2.7% |
| 7D | +6.2% | -10.6% | +16.7% | +7.9% |
| 30D | -7.1% | -18.8% | +11.7% | -4.1% |
| 3M | -21.3% | -34.1% | +12.8% | -16.4% |
| 6M | +6.5% | -35.3% | +41.8% | +11.8% |
| YTD | +53.2% | -53.4% | +106.6% | +65.1% |
| 1Y | +82.7% | -65.6% | +148.4% | +109.6% |
| 3Y | +314.3% | -5.1% | +319.4% | +230.5% |
| All | +314.3% | -5.8% | +320.1% | +230.5% |
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