+123.6%
ATI vs AVAV
+351.0%
-227.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.5% | -6.0% | +1.2% |
| 7D | +6.2% | -10.6% | +16.7% | +9.6% |
| 30D | -7.1% | -18.8% | +11.7% | -1.3% |
| 3M | -21.3% | -34.1% | +12.8% | -11.8% |
| 6M | +6.5% | -35.3% | +41.8% | +16.1% |
| YTD | +53.2% | -53.4% | +106.6% | +76.5% |
| 1Y | +82.7% | -65.6% | +148.4% | +130.8% |
| 3Y | +314.3% | -5.1% | +319.4% | +237.6% |
| 5Y | +890.9% | +18.5% | +872.4% | +577.1% |
| 10Y | +1,142.3% | +369.8% | +772.5% | +327.7% |
| All | +123.6% | +351.0% | -227.4% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling