+493.8%
AVAV vs BTG
+147.2%
+346.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.0% | -5.6% |
| 7D | -3.2% | +2.4% | -5.6% | -3.5% |
| 30D | -25.6% | +9.5% | -35.0% | -26.7% |
| 3M | -20.2% | +38.5% | -58.7% | -24.1% |
| 6M | -38.1% | +5.6% | -43.7% | -39.2% |
| YTD | -41.8% | +23.9% | -65.7% | -44.3% |
| 1Y | -39.0% | +32.1% | -71.2% | -42.4% |
| 3Y | +24.1% | +103.2% | -79.1% | +9.7% |
| 5Y | +53.0% | +79.7% | -26.7% | +36.2% |
| 10Y | +493.8% | +159.1% | +334.7% | +423.2% |
| All | +493.8% | +147.2% | +346.6% | +423.2% |
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