+371.2%
AVAV vs BIDU
+561.6%
-190.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.0% | +7.5% | +9.9% |
| 7D | -10.6% | +7.2% | -17.7% | -11.8% |
| 30D | -18.8% | -4.0% | -14.8% | -18.1% |
| 3M | -34.1% | -25.1% | -9.0% | -30.4% |
| 6M | -35.3% | -41.8% | +6.4% | -28.5% |
| YTD | -53.4% | -37.3% | -16.0% | -49.4% |
| 1Y | -65.6% | -35.6% | -30.1% | -63.0% |
| 3Y | -5.1% | -24.5% | +19.4% | -4.1% |
| 5Y | +18.5% | -48.3% | +66.8% | +21.4% |
| 10Y | +369.8% | -51.2% | +421.0% | +364.3% |
| All | +371.2% | +561.6% | -190.4% | +227.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling