+67.9%
AVAV vs FRSH
-72.4%
+140.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -5.1% |
| 7D | -3.2% | -9.6% | +6.4% | -1.5% |
| 30D | -25.6% | -0.4% | -25.1% | -25.7% |
| 3M | -20.2% | +27.2% | -47.4% | -24.1% |
| 6M | -38.1% | +42.2% | -80.2% | -42.7% |
| YTD | -41.8% | -2.6% | -39.2% | -42.6% |
| 1Y | -39.0% | -10.2% | -28.9% | -39.2% |
| 3Y | +24.1% | -45.5% | +69.6% | +32.1% |
| All | +67.9% | -72.4% | +140.3% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling