-65.6%
AVAV vs LTH
+84.4%
-150.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.3% | +11.8% | +10.7% |
| 7D | -10.6% | +4.5% | -15.1% | -11.5% |
| 30D | -18.8% | +16.3% | -35.1% | -21.5% |
| 3M | -34.1% | +8.4% | -42.5% | -35.5% |
| 6M | -35.3% | +40.3% | -75.6% | -41.4% |
| YTD | -53.4% | +77.3% | -130.7% | -60.6% |
| 1Y | -65.6% | +88.0% | -153.6% | -71.7% |
| All | -65.6% | +84.4% | -150.1% | -71.7% |
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