+29.5%
AVAV vs BRKR
-11.8%
+41.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.4% | -8.7% | +10.1% | +3.8% |
| 30D | -24.3% | -9.9% | -14.4% | -22.3% |
| 3M | -20.1% | -3.1% | -17.0% | -20.8% |
| 6M | -29.4% | +45.5% | -74.9% | -37.5% |
| YTD | -39.3% | +13.7% | -53.0% | -43.2% |
| 1Y | -39.3% | +67.4% | -106.8% | -48.2% |
| 3Y | +29.5% | -13.2% | +42.7% | +23.5% |
| All | +29.5% | -11.8% | +41.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 3y: compounded portfolio wealth divided by compounded BRKR 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…
3y analysis · Full analysis span regression · 6 months rolling