-62.0%
AVAV vs LII
-28.3%
-33.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.2% | +10.4% | +11.8% |
| 7D | +3.2% | -1.2% | +4.3% | +3.6% |
| 30D | -7.4% | -2.0% | -5.4% | -7.3% |
| 3M | -32.0% | -20.2% | -11.8% | -26.0% |
| 6M | -24.6% | -32.5% | +8.0% | -13.1% |
| YTD | -47.5% | -27.4% | -20.1% | -42.6% |
| All | -62.0% | -28.3% | -33.6% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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