+408.9%
AVAV vs BTG
+400.0%
+8.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.2% | +7.4% | +12.2% |
| 7D | +3.2% | +19.1% | -15.9% | +1.7% |
| 30D | -7.4% | +8.2% | -15.6% | -8.1% |
| 3M | -32.0% | +13.3% | -45.3% | -32.8% |
| 6M | -24.6% | +8.1% | -32.7% | -25.4% |
| YTD | -47.5% | +27.5% | -75.0% | -48.9% |
| 1Y | -61.5% | +47.1% | -108.6% | -62.9% |
| 3Y | +5.5% | +105.8% | -100.3% | -1.5% |
| 5Y | +35.7% | +55.8% | -20.1% | +28.1% |
| 10Y | +379.1% | +161.8% | +217.3% | +333.8% |
| All | +408.9% | +400.0% | +8.9% | +332.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling