-6.7%
AVAV vs RUN
-7.3%
+0.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.9% |
| 7D | +4.2% | -13.5% | +17.7% | +5.4% |
| 30D | -2.6% | +18.3% | -20.9% | -4.4% |
| 3M | -38.0% | -12.5% | -25.5% | -37.5% |
| 6M | -27.0% | -40.3% | +13.3% | -24.4% |
| YTD | -51.4% | -53.1% | +1.7% | -49.2% |
| 1Y | -60.2% | -54.3% | -6.0% | -58.4% |
| 3Y | -6.7% | -6.5% | -0.2% | -12.8% |
| All | -6.7% | -7.3% | +0.6% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling