+19.6%
AVAV vs COO
-41.6%
+61.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.8% | +12.3% | +11.1% |
| 7D | -10.6% | +4.7% | -15.3% | -12.2% |
| 30D | -18.8% | +13.9% | -32.7% | -22.6% |
| 3M | -34.1% | -14.9% | -19.2% | -30.7% |
| 6M | -35.3% | +2.0% | -37.4% | -37.0% |
| YTD | -53.4% | -23.9% | -29.5% | -49.0% |
| 1Y | -65.6% | -9.6% | -56.0% | -65.2% |
| 3Y | -5.1% | -25.4% | +20.4% | -0.7% |
| All | +19.6% | -41.6% | +61.2% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling