+341.9%
AVAV vs BUD
-2.2%
+344.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.0% |
| 7D | 0.0% | +6.0% | -6.1% | -1.6% |
| 30D | -9.9% | +11.3% | -21.2% | -12.6% |
| 3M | -34.7% | +3.6% | -38.3% | -35.5% |
| 6M | -26.6% | +7.7% | -34.3% | -28.7% |
| YTD | -48.9% | +36.4% | -85.3% | -53.8% |
| 1Y | -63.0% | +37.8% | -100.9% | -66.7% |
| 3Y | +1.6% | +51.2% | -49.7% | -12.9% |
| 5Y | +34.5% | +53.4% | -18.9% | +12.0% |
| All | +341.9% | -2.2% | +344.1% | +302.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling