+13.2%
AVAV vs AHR
+357.7%
-344.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.8% | -5.1% |
| 7D | -3.2% | -4.3% | +1.2% | -2.5% |
| 30D | -25.6% | -3.1% | -22.5% | -25.3% |
| 3M | -20.2% | +15.7% | -35.9% | -22.1% |
| 6M | -38.1% | +4.1% | -42.1% | -38.3% |
| YTD | -41.8% | +15.4% | -57.2% | -43.3% |
| 1Y | -39.0% | +28.0% | -67.0% | -41.7% |
| All | +13.2% | +357.7% | -344.5% | -21.5% |
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