-39.0%
AVAV vs BR
-31.7%
-7.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -3.2% | -5.0% | +1.9% | -2.1% |
| 30D | -25.6% | -2.5% | -23.1% | -25.3% |
| 3M | -20.2% | +13.5% | -33.7% | -23.3% |
| 6M | -38.1% | -9.4% | -28.6% | -39.7% |
| YTD | -41.8% | -23.3% | -18.5% | -39.8% |
| 1Y | -39.0% | -31.6% | -7.4% | -44.2% |
| All | -39.0% | -31.7% | -7.3% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling