+345.1%
AVAV vs QSR
+136.7%
+208.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +1.1% |
| 7D | +9.9% | -2.2% | +12.1% | +10.6% |
| 30D | -5.4% | +7.8% | -13.2% | -8.1% |
| 3M | -36.5% | +5.5% | -42.0% | -38.1% |
| 6M | -25.3% | -0.2% | -25.0% | -25.9% |
| YTD | -48.6% | +15.4% | -64.0% | -51.8% |
| 1Y | -62.1% | +15.3% | -77.4% | -64.5% |
| 3Y | +2.3% | +23.7% | -21.4% | -7.7% |
| 5Y | +35.4% | +60.4% | -25.0% | +10.1% |
| 10Y | +345.1% | +142.2% | +202.9% | +241.9% |
| All | +345.1% | +136.7% | +208.4% | +241.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling