-1.9%
AVAV vs MKTX
-22.2%
+20.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -9.9% | +0.8% | -10.7% | -10.0% |
| 3M | -34.7% | +2.6% | -37.3% | -34.8% |
| 6M | -26.6% | +13.6% | -40.2% | -28.1% |
| YTD | -48.9% | -7.1% | -41.8% | -50.3% |
| 1Y | -63.0% | -0.1% | -62.9% | -63.8% |
| All | -1.9% | -22.2% | +20.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling