-69.0%
AVAV vs INDA
-7.3%
-61.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.7% | -11.1% | -10.3% |
| 7D | -10.1% | +6.9% | -17.0% | -15.0% |
| 30D | -18.7% | +7.4% | -26.1% | -23.6% |
| 3M | -33.0% | -1.0% | -32.0% | -32.1% |
| 6M | -37.2% | +2.9% | -40.1% | -38.6% |
| YTD | -53.2% | -7.4% | -45.8% | -49.9% |
| 1Y | -69.0% | -7.4% | -61.6% | -67.2% |
| All | -69.0% | -7.3% | -61.7% | -67.2% |
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