-40.5%
AVAV vs NTR
+41.6%
-82.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.5% | +6.9% | +4.6% |
| 7D | -0.1% | -2.5% | +2.4% | 0.0% |
| 30D | -25.0% | +17.0% | -42.0% | -25.8% |
| 3M | -15.0% | +22.2% | -37.1% | -17.2% |
| 6M | -33.6% | +5.2% | -38.8% | -34.9% |
| YTD | -39.2% | +29.7% | -68.9% | -39.9% |
| 1Y | -40.5% | +39.4% | -79.9% | -38.6% |
| All | -40.5% | +41.6% | -82.1% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NTR 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling