-69.0%
AVAV vs GEN
+20.2%
-89.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.0% | -12.3% | -9.4% |
| 7D | -10.1% | +26.9% | -37.0% | -16.5% |
| 30D | -18.7% | +38.6% | -57.4% | -26.4% |
| 3M | -33.0% | +9.7% | -42.8% | -35.5% |
| 6M | -37.2% | +58.9% | -96.1% | -47.0% |
| YTD | -53.2% | +15.3% | -68.5% | -56.0% |
| 1Y | -69.0% | +21.8% | -90.8% | -72.2% |
| All | -69.0% | +20.2% | -89.1% | -72.2% |
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