-36.2%
AVAV vs PTC
-33.3%
-3.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.0% | +4.3% | -0.3% |
| 7D | -2.2% | -10.3% | +8.0% | +0.2% |
| 30D | -13.9% | +1.1% | -15.1% | -14.2% |
| 3M | -29.2% | +1.6% | -30.8% | -29.5% |
| 6M | -36.1% | -13.5% | -22.7% | -30.3% |
| YTD | -40.2% | -19.1% | -21.1% | -29.8% |
| 1Y | -36.2% | -33.9% | -2.3% | -9.6% |
| All | -36.2% | -33.3% | -3.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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