-62.1%
AVAV vs SHAK
-19.6%
-42.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.0% |
| 7D | +9.9% | +3.0% | +6.8% | +9.3% |
| 30D | -5.4% | +8.2% | -13.6% | -7.0% |
| 3M | -36.5% | +4.6% | -41.1% | -37.1% |
| 6M | -25.3% | +16.3% | -41.6% | -28.5% |
| YTD | -48.6% | -7.6% | -41.0% | -49.6% |
| 1Y | -62.1% | -18.7% | -43.3% | -61.2% |
| All | -62.1% | -19.6% | -42.5% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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