+41.0%
AVAV vs BR
+9.8%
+31.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.3% | +3.9% |
| 7D | +3.2% | -5.9% | +9.1% | +5.9% |
| 30D | -20.3% | +1.9% | -22.2% | -21.3% |
| 3M | -19.4% | +14.7% | -34.1% | -24.8% |
| 6M | -35.3% | -12.8% | -22.5% | -31.9% |
| YTD | -38.5% | -23.0% | -15.5% | -31.3% |
| 1Y | -37.2% | -31.7% | -5.5% | -26.0% |
| 3Y | +31.1% | -4.8% | +35.9% | +26.0% |
| 5Y | +41.0% | +7.8% | +33.2% | +8.5% |
| All | +41.0% | +9.8% | +31.2% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling