+326.6%
AVAV vs EXR
+1,753.9%
-1,427.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.6% | -9.3% | -9.7% |
| 7D | -24.3% | +6.8% | -31.1% | -25.8% |
| 30D | -28.9% | +19.6% | -48.5% | -32.4% |
| 3M | -39.3% | +8.0% | -47.2% | -40.6% |
| 6M | -38.8% | +17.2% | -55.9% | -41.4% |
| YTD | -57.8% | +27.2% | -85.0% | -60.5% |
| 1Y | -70.9% | +26.1% | -97.0% | -72.8% |
| 3Y | -14.8% | +70.7% | -85.5% | -28.5% |
| 5Y | +7.3% | +1.0% | +6.3% | +3.3% |
| 10Y | +325.3% | +227.1% | +98.3% | +190.6% |
| All | +326.6% | +1,753.9% | -1,427.3% | +92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling