-36.2%
AVAV vs GEN
+5.4%
-41.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.1% |
| 7D | -2.2% | -1.2% | -1.0% | -1.9% |
| 30D | -13.9% | +10.1% | -24.1% | -16.5% |
| 3M | -29.2% | +16.1% | -45.3% | -32.4% |
| 6M | -36.1% | +38.9% | -75.0% | -42.6% |
| YTD | -40.2% | +14.4% | -54.6% | -43.4% |
| 1Y | -36.2% | +5.9% | -42.1% | -40.4% |
| All | -36.2% | +5.4% | -41.6% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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