-36.2%
AVAV vs INDA
-5.0%
-31.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.2% | +0.7% | -2.9% | -2.8% |
| 30D | -13.9% | -0.8% | -13.1% | -13.3% |
| 3M | -29.2% | +3.9% | -33.2% | -31.4% |
| 6M | -36.1% | -0.7% | -35.4% | -37.0% |
| YTD | -40.2% | -7.7% | -32.5% | -38.1% |
| 1Y | -36.2% | -5.1% | -31.1% | -35.0% |
| All | -36.2% | -5.0% | -31.2% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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