-5.1%
AVAV vs EXR
+69.9%
-75.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.6% | +11.0% | +10.6% |
| 7D | -10.6% | +5.2% | -15.8% | -11.6% |
| 30D | -18.8% | +20.9% | -39.7% | -22.2% |
| 3M | -34.1% | +7.7% | -41.8% | -35.3% |
| 6M | -35.3% | +13.2% | -48.5% | -37.2% |
| YTD | -53.4% | +26.5% | -79.9% | -55.4% |
| 1Y | -65.6% | +27.2% | -92.8% | -67.2% |
| 3Y | -5.1% | +71.5% | -76.6% | -14.8% |
| All | -5.1% | +69.9% | -75.0% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling