-69.0%
AVAV vs QSR
+23.8%
-92.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +5.5% | -13.8% | -7.5% |
| 7D | -10.1% | +5.2% | -15.3% | -9.3% |
| 30D | -18.7% | +12.2% | -30.9% | -17.7% |
| 3M | -33.0% | +7.0% | -40.0% | -32.6% |
| 6M | -37.2% | -0.3% | -36.9% | -36.8% |
| YTD | -53.2% | +18.0% | -71.2% | -52.5% |
| 1Y | -69.0% | +22.6% | -91.6% | -68.8% |
| All | -69.0% | +23.8% | -92.8% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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