-69.0%
AVAV vs BUD
+38.4%
-107.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.1% | -11.4% | -7.3% |
| 7D | -10.1% | +3.3% | -13.4% | -8.8% |
| 30D | -18.7% | +11.8% | -30.5% | -15.8% |
| 3M | -33.0% | -1.1% | -31.9% | -33.5% |
| 6M | -37.2% | +14.9% | -52.1% | -35.7% |
| YTD | -53.2% | +32.6% | -85.8% | -46.5% |
| 1Y | -69.0% | +37.2% | -106.2% | -62.2% |
| All | -69.0% | +38.4% | -107.3% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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