-69.0%
AVAV vs BWA
+17.4%
-86.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.5% | -5.8% | -8.0% |
| 7D | -10.1% | -9.9% | -0.2% | -9.1% |
| 30D | -18.7% | -16.4% | -2.4% | -17.0% |
| 3M | -33.0% | -19.8% | -13.2% | -31.0% |
| 6M | -37.2% | -10.0% | -27.2% | -33.8% |
| YTD | -53.2% | +12.7% | -65.9% | -52.9% |
| 1Y | -69.0% | +15.7% | -84.6% | -68.2% |
| All | -69.0% | +17.4% | -86.3% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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