-65.6%
AVAV vs BUD
+36.0%
-101.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.5% | +11.9% | +9.9% |
| 7D | -10.6% | +4.5% | -15.0% | -9.0% |
| 30D | -18.8% | +12.5% | -31.3% | -15.7% |
| 3M | -34.1% | 0.0% | -34.1% | -34.3% |
| 6M | -35.3% | +3.8% | -39.1% | -35.0% |
| YTD | -53.4% | +33.1% | -86.4% | -47.0% |
| 1Y | -65.6% | +35.5% | -101.2% | -58.6% |
| All | -65.6% | +36.0% | -101.6% | -58.6% |
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