+373.2%
AVAV vs EXPD
+477.8%
-104.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.2% | -5.1% | -7.1% |
| 7D | -10.1% | +0.3% | -10.4% | -10.1% |
| 30D | -18.7% | +1.8% | -20.6% | -19.3% |
| 3M | -33.0% | +8.9% | -41.9% | -35.4% |
| 6M | -37.2% | +42.2% | -79.4% | -45.9% |
| YTD | -53.2% | +33.4% | -86.5% | -58.8% |
| 1Y | -69.0% | +47.2% | -116.2% | -73.8% |
| 3Y | -5.5% | +81.3% | -86.8% | -28.2% |
| 5Y | +20.1% | +60.2% | -40.1% | -6.4% |
| 10Y | +371.8% | +339.5% | +32.3% | +142.2% |
| All | +373.2% | +477.8% | -104.6% | +98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling