-37.2%
AVAV vs FND
-44.9%
+7.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.6% | +7.5% | +4.5% |
| 7D | +3.2% | +0.4% | +2.8% | +2.9% |
| 30D | -20.3% | -23.6% | +3.2% | -12.1% |
| 3M | -19.4% | +4.3% | -23.8% | -21.0% |
| 6M | -35.3% | -20.3% | -15.0% | -30.0% |
| YTD | -38.5% | -21.3% | -17.2% | -31.8% |
| 1Y | -37.2% | -45.4% | +8.2% | -28.7% |
| All | -37.2% | -44.9% | +7.7% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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