+19.6%
AVAV vs AHR
+364.8%
-345.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +2.9% |
| 7D | +3.2% | -3.4% | +6.6% | +3.7% |
| 30D | -20.3% | -3.8% | -16.6% | -19.9% |
| 3M | -19.4% | +20.1% | -39.5% | -21.8% |
| 6M | -35.3% | +7.1% | -42.3% | -35.9% |
| YTD | -38.5% | +17.2% | -55.7% | -40.2% |
| 1Y | -37.2% | +30.4% | -67.6% | -40.2% |
| All | +19.6% | +364.8% | -345.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling