-40.5%
AVAV vs MOH
+11.3%
-51.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.2% | +1.3% | +4.7% |
| 7D | -0.1% | -1.3% | +1.2% | -0.2% |
| 30D | -25.0% | +3.0% | -27.9% | -24.7% |
| 3M | -15.0% | +1.2% | -16.2% | -15.0% |
| 6M | -33.6% | +41.7% | -75.3% | -32.7% |
| YTD | -39.2% | +15.4% | -54.6% | -39.2% |
| 1Y | -40.5% | +11.8% | -52.3% | -40.2% |
| All | -40.5% | +11.3% | -51.8% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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