+504.5%
AVAV vs PTC
+713.7%
-209.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.0% | +4.3% | +0.4% |
| 7D | -2.2% | -10.3% | +8.0% | +1.6% |
| 30D | -13.9% | +1.1% | -15.1% | -14.5% |
| 3M | -29.2% | +1.6% | -30.8% | -30.5% |
| 6M | -36.1% | -13.5% | -22.7% | -33.8% |
| YTD | -40.2% | -19.1% | -21.1% | -36.6% |
| 1Y | -36.2% | -33.9% | -2.3% | -27.1% |
| 3Y | +47.5% | -3.9% | +51.4% | +43.5% |
| 5Y | +39.3% | +6.0% | +33.2% | +28.0% |
| 10Y | +482.6% | +223.7% | +258.8% | +243.9% |
| All | +504.5% | +713.7% | -209.3% | +137.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling