-39.0%
AVAV vs AHR
+28.9%
-67.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.8% | -5.4% |
| 7D | -3.2% | -4.3% | +1.2% | -3.4% |
| 30D | -25.6% | -3.1% | -22.5% | -25.6% |
| 3M | -20.2% | +15.7% | -35.9% | -18.9% |
| 6M | -38.1% | +4.1% | -42.1% | -36.8% |
| YTD | -41.8% | +15.4% | -57.2% | -39.3% |
| 1Y | -39.0% | +28.0% | -67.0% | -24.8% |
| All | -39.0% | +28.9% | -67.9% | -24.8% |
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