-36.2%
AVAV vs LTH
+54.1%
-90.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.8% |
| 7D | -2.2% | -0.6% | -1.6% | -2.1% |
| 30D | -13.9% | -4.6% | -9.3% | -13.3% |
| 3M | -29.2% | +32.8% | -62.0% | -34.0% |
| 6M | -36.1% | +64.6% | -100.8% | -43.0% |
| YTD | -40.2% | +62.6% | -102.8% | -46.4% |
| 1Y | -36.2% | +49.9% | -86.2% | -40.5% |
| All | -36.2% | +54.1% | -90.3% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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