-65.6%
AVAV vs PTC
+5.5%
-71.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.2% | +10.2% | +10.4% |
| 7D | -10.6% | -0.2% | -10.3% | -10.6% |
| 30D | -18.8% | +0.8% | -19.6% | -18.8% |
| 3M | -34.1% | +32.1% | -66.2% | -35.5% |
| 6M | -35.3% | +42.6% | -78.0% | -38.2% |
| YTD | -53.4% | +12.0% | -65.4% | -47.5% |
| 1Y | -65.6% | +12.2% | -77.8% | -61.3% |
| All | -65.6% | +5.5% | -71.2% | -61.3% |
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