+308.9%
AVAV vs BTG
+164.8%
+144.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.6% |
| 7D | +4.2% | -9.1% | +13.3% | +5.7% |
| 30D | -2.6% | -1.6% | -1.0% | -2.5% |
| 3M | -38.0% | -2.8% | -35.2% | -38.0% |
| 6M | -27.0% | -7.6% | -19.4% | -26.9% |
| YTD | -51.4% | +10.2% | -61.6% | -52.9% |
| 1Y | -60.2% | +21.3% | -81.5% | -62.0% |
| 3Y | -6.7% | +82.7% | -89.3% | -16.7% |
| 5Y | +28.3% | +30.8% | -2.5% | +17.3% |
| All | +308.9% | +164.8% | +144.1% | +262.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling