+308.9%
AVAV vs BR
+277.7%
+31.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.3% | -3.0% |
| 7D | +4.2% | +1.1% | +3.1% | +3.8% |
| 30D | -2.6% | +14.4% | -16.9% | -9.1% |
| 3M | -38.0% | +12.4% | -50.4% | -41.9% |
| 6M | -27.0% | +35.4% | -62.4% | -38.0% |
| YTD | -51.4% | -12.2% | -39.2% | -49.2% |
| 1Y | -60.2% | -12.7% | -47.5% | -58.3% |
| 3Y | -6.7% | +14.3% | -20.9% | -17.3% |
| 5Y | +28.3% | +19.3% | +9.0% | +8.2% |
| All | +308.9% | +277.7% | +31.2% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling