+34.5%
AVAV vs EXPD
+60.8%
-26.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | 0.0% | -7.4% | +7.4% | +2.4% |
| 30D | -9.9% | -2.1% | -7.8% | -9.2% |
| 3M | -34.7% | +5.7% | -40.4% | -35.7% |
| 6M | -26.6% | +21.4% | -48.0% | -30.7% |
| YTD | -48.9% | +27.6% | -76.6% | -52.8% |
| 1Y | -63.0% | +36.1% | -99.1% | -66.6% |
| 3Y | +1.6% | +69.9% | -68.3% | -16.5% |
| 5Y | +34.5% | +59.7% | -25.2% | -4.3% |
| All | +34.5% | +60.8% | -26.3% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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