+435.1%
AVAV vs QSR
+218.5%
+216.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -2.2% | +2.4% | -4.7% | -3.0% |
| 30D | -13.9% | +7.6% | -21.6% | -16.1% |
| 3M | -29.2% | +12.6% | -41.9% | -32.1% |
| 6M | -36.1% | +14.4% | -50.5% | -39.3% |
| YTD | -40.2% | +19.6% | -59.8% | -44.2% |
| 1Y | -36.2% | +33.9% | -70.1% | -42.9% |
| 3Y | +47.5% | +27.1% | +20.4% | +32.9% |
| 5Y | +39.3% | +48.5% | -9.3% | +17.7% |
| 10Y | +482.6% | +126.2% | +356.4% | +318.4% |
| All | +435.1% | +218.5% | +216.6% | +245.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling