-37.2%
AVAV vs PFG
+48.9%
-86.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.4% | +4.3% | +3.0% |
| 7D | +3.2% | +6.0% | -2.8% | +2.5% |
| 30D | -20.3% | +2.2% | -22.5% | -20.6% |
| 3M | -19.4% | +10.4% | -29.8% | -20.6% |
| 6M | -35.3% | +27.8% | -63.0% | -38.5% |
| YTD | -38.5% | +33.6% | -72.1% | -41.9% |
| 1Y | -37.2% | +49.3% | -86.5% | -38.2% |
| All | -37.2% | +48.9% | -86.1% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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