+512.7%
AVAV vs BR
+1,321.0%
-808.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.6% | -0.3% |
| 7D | -2.2% | -5.3% | +3.1% | +0.1% |
| 30D | -13.9% | +6.4% | -20.4% | -16.4% |
| 3M | -29.2% | +13.6% | -42.9% | -33.4% |
| 6M | -36.1% | -6.7% | -29.4% | -34.8% |
| YTD | -40.2% | -21.1% | -19.1% | -34.6% |
| 1Y | -36.2% | -29.6% | -6.7% | -26.9% |
| 3Y | +47.5% | -2.4% | +49.9% | +44.1% |
| 5Y | +39.3% | +11.2% | +28.0% | +26.9% |
| 10Y | +482.6% | +191.8% | +290.8% | +251.2% |
| All | +512.7% | +1,321.0% | -808.3% | +102.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling