-6.7%
AVAV vs DAR
+33.7%
-40.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.0% |
| 7D | +4.2% | +11.6% | -7.3% | +2.2% |
| 30D | -2.6% | -10.2% | +7.7% | -1.0% |
| 3M | -38.0% | -14.8% | -23.1% | -36.5% |
| 6M | -27.0% | -10.1% | -16.9% | -26.3% |
| YTD | -51.4% | +55.5% | -106.9% | -55.6% |
| 1Y | -60.2% | +61.7% | -121.9% | -63.9% |
| 3Y | -6.7% | +37.2% | -43.8% | -13.2% |
| All | -6.7% | +33.7% | -40.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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