-62.0%
AVAV vs FGI
+45.3%
-107.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.9% | +10.7% | +12.6% |
| 7D | +3.2% | -1.4% | +4.5% | +3.2% |
| 30D | -7.4% | -3.2% | -4.2% | -7.4% |
| 3M | -32.0% | +64.1% | -96.1% | -32.6% |
| 6M | -24.6% | +17.2% | -41.7% | -25.0% |
| YTD | -47.5% | +31.6% | -79.1% | -47.0% |
| All | -62.0% | +45.3% | -107.3% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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