+83.4%
AU vs AVAV
-40.1%
+123.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.4% |
| 7D | +0.6% | -3.2% | +3.8% | +1.1% |
| 30D | +12.3% | -25.6% | +37.9% | +16.6% |
| 3M | +29.4% | -20.2% | +49.6% | +32.4% |
| 6M | +3.2% | -38.1% | +41.3% | +7.5% |
| YTD | +31.8% | -41.8% | +73.6% | +33.4% |
| 1Y | +83.4% | -39.0% | +122.4% | +95.2% |
| All | +83.4% | -40.1% | +123.5% | +95.2% |
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