-65.6%
AVAV vs BWA
+10.1%
-75.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.7% | +7.8% | +10.0% |
| 7D | -10.6% | -5.5% | -5.1% | -9.8% |
| 30D | -18.8% | -21.7% | +2.9% | -16.2% |
| 3M | -34.1% | -25.6% | -8.5% | -31.5% |
| 6M | -35.3% | -17.4% | -17.9% | -31.7% |
| YTD | -53.4% | +9.2% | -62.6% | -53.2% |
| 1Y | -65.6% | +9.7% | -75.4% | -64.4% |
| All | -65.6% | +10.1% | -75.7% | -64.4% |
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