+40.4%
AVAV vs DAR
-11.0%
+51.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | -2.2% | +1.4% | -3.6% | -2.6% |
| 30D | -13.9% | +12.8% | -26.7% | -16.5% |
| 3M | -29.2% | +7.4% | -36.6% | -30.7% |
| 6M | -36.1% | +22.3% | -58.4% | -39.4% |
| YTD | -40.2% | +81.1% | -121.3% | -48.4% |
| 1Y | -36.2% | +106.5% | -142.7% | -47.0% |
| 3Y | +47.5% | +5.3% | +42.2% | +41.8% |
| All | +40.4% | -11.0% | +51.4% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling