+345.1%
AVAV vs BTG
+160.5%
+184.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.1% |
| 7D | +9.9% | +1.4% | +8.5% | +9.7% |
| 30D | -5.4% | -1.1% | -4.3% | -5.4% |
| 3M | -36.5% | +2.5% | -39.1% | -37.1% |
| 6M | -25.3% | -3.1% | -22.2% | -25.7% |
| YTD | -48.6% | +16.3% | -64.9% | -50.5% |
| 1Y | -62.1% | +27.6% | -89.7% | -64.0% |
| 3Y | +2.3% | +89.5% | -87.2% | -9.2% |
| 5Y | +35.4% | +33.6% | +1.8% | +23.1% |
| 10Y | +345.1% | +178.2% | +166.9% | +292.3% |
| All | +345.1% | +160.5% | +184.5% | +292.3% |
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