-61.5%
AVAV vs EFV
+19.5%
-81.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +9.9% | -1.0% | +10.9% | +11.3% |
| 30D | -5.4% | +3.1% | -8.5% | -8.7% |
| 3M | -36.5% | -1.2% | -35.3% | -35.5% |
| 6M | -25.3% | +5.6% | -30.9% | -30.3% |
| YTD | -48.6% | +15.8% | -64.4% | -59.0% |
| All | -61.5% | +19.5% | -81.0% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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