-40.5%
AVAV vs QSR
+28.0%
-68.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.5% |
| 7D | -0.1% | -4.7% | +4.6% | 0.0% |
| 30D | -25.0% | +4.3% | -29.3% | -25.3% |
| 3M | -15.0% | +5.4% | -20.4% | -15.4% |
| 6M | -33.6% | +8.2% | -41.8% | -34.6% |
| YTD | -39.2% | +14.1% | -53.3% | -39.8% |
| 1Y | -40.5% | +28.1% | -68.6% | -42.6% |
| All | -40.5% | +28.0% | -68.5% | -42.6% |
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