+19.6%
AVAV vs BIDU
-48.7%
+68.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.0% | +7.5% | +9.9% |
| 7D | -10.6% | +7.2% | -17.7% | -11.7% |
| 30D | -18.8% | -4.0% | -14.8% | -18.2% |
| 3M | -34.1% | -25.1% | -9.0% | -30.8% |
| 6M | -35.3% | -41.8% | +6.4% | -29.2% |
| YTD | -53.4% | -37.3% | -16.0% | -49.8% |
| 1Y | -65.6% | -35.6% | -30.1% | -63.2% |
| 3Y | -5.1% | -24.5% | +19.4% | -3.3% |
| All | +19.6% | -48.7% | +68.3% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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