-0.7%
AVAV vs AHR
+408.0%
-408.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.5% | -2.9% |
| 7D | 0.0% | +8.1% | -8.1% | -1.3% |
| 30D | -9.9% | +16.9% | -26.8% | -12.2% |
| 3M | -34.7% | +7.6% | -42.3% | -35.6% |
| 6M | -26.6% | +16.0% | -42.6% | -28.3% |
| YTD | -48.9% | +28.1% | -77.0% | -51.1% |
| 1Y | -63.0% | +22.8% | -85.8% | -64.2% |
| All | -0.7% | +408.0% | -408.7% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling