-39.0%
AVAV vs BTG
+29.1%
-68.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.0% | -5.8% |
| 7D | -3.2% | +2.4% | -5.6% | -3.8% |
| 30D | -25.6% | +9.5% | -35.0% | -27.5% |
| 3M | -20.2% | +38.5% | -58.7% | -27.3% |
| 6M | -38.1% | +5.6% | -43.7% | -41.2% |
| YTD | -41.8% | +23.9% | -65.7% | -46.4% |
| 1Y | -39.0% | +32.1% | -71.2% | -42.8% |
| All | -39.0% | +29.1% | -68.1% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling