+19.6%
AVAV vs BR
+19.3%
+0.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.8% | +12.3% | +11.2% |
| 7D | -10.6% | +6.5% | -17.1% | -13.2% |
| 30D | -18.8% | +18.9% | -37.7% | -25.1% |
| 3M | -34.1% | +16.3% | -50.4% | -38.9% |
| 6M | -35.3% | +26.2% | -61.5% | -42.5% |
| YTD | -53.4% | -13.1% | -40.3% | -50.8% |
| 1Y | -65.6% | -10.5% | -55.2% | -64.3% |
| 3Y | -5.1% | +13.3% | -18.4% | -16.9% |
| All | +19.6% | +19.3% | +0.3% | -15.3% |
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