-69.0%
AVAV vs AHR
+26.3%
-95.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.6% | -11.0% | -8.4% |
| 7D | -10.1% | +9.5% | -19.6% | -10.6% |
| 30D | -18.7% | +11.7% | -30.4% | -19.3% |
| 3M | -33.0% | +4.0% | -37.0% | -33.3% |
| 6M | -37.2% | +13.5% | -50.7% | -36.8% |
| YTD | -53.2% | +21.6% | -74.8% | -53.1% |
| 1Y | -69.0% | +25.1% | -94.1% | -68.6% |
| All | -69.0% | +26.3% | -95.3% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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