-69.0%
AVAV vs EXR
+28.1%
-97.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.1% | -11.4% | -9.9% |
| 7D | -10.1% | +11.3% | -21.4% | -15.4% |
| 30D | -18.7% | +21.2% | -39.9% | -27.0% |
| 3M | -33.0% | +8.7% | -41.7% | -36.4% |
| 6M | -37.2% | +18.2% | -55.4% | -43.2% |
| YTD | -53.2% | +27.9% | -81.1% | -58.8% |
| 1Y | -69.0% | +28.3% | -97.3% | -72.0% |
| All | -69.0% | +28.1% | -97.0% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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