+51.8%
AVAV vs COO
-23.4%
+75.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.4% |
| 7D | -2.2% | -2.2% | 0.0% | -1.7% |
| 30D | -13.9% | -7.0% | -6.9% | -12.4% |
| 3M | -29.2% | +12.2% | -41.4% | -31.2% |
| 6M | -36.1% | -15.1% | -21.0% | -33.6% |
| YTD | -40.2% | -15.1% | -25.1% | -37.8% |
| 1Y | -36.2% | +2.3% | -38.5% | -37.0% |
| All | +51.8% | -23.4% | +75.2% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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