-69.0%
AVAV vs BG
+7.2%
-76.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.4% | -10.8% | -8.6% |
| 7D | -10.1% | -3.8% | -6.3% | -9.7% |
| 30D | -18.7% | -9.6% | -9.1% | -17.6% |
| 3M | -33.0% | -8.5% | -24.5% | -32.5% |
| 6M | -37.2% | -23.0% | -14.1% | -33.5% |
| YTD | -53.2% | +10.9% | -64.1% | -58.2% |
| 1Y | -69.0% | +6.0% | -74.9% | -73.0% |
| All | -69.0% | +7.2% | -76.2% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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