-14.1%
AVAV vs BUD
+51.6%
-65.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +1.8% | -11.7% | -9.7% |
| 7D | -24.3% | +7.1% | -31.5% | -23.8% |
| 30D | -28.9% | +12.7% | -41.6% | -28.2% |
| 3M | -39.3% | 0.0% | -39.3% | -39.2% |
| 6M | -38.8% | +7.6% | -46.3% | -38.6% |
| YTD | -57.8% | +35.0% | -92.8% | -57.8% |
| 1Y | -70.9% | +37.6% | -108.4% | -70.9% |
| All | -14.1% | +51.6% | -65.6% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling