+31.1%
AVAV vs SIRI
-23.5%
+54.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +2.9% |
| 7D | +3.2% | +4.3% | -1.1% | +2.7% |
| 30D | -20.3% | -2.8% | -17.5% | -20.1% |
| 3M | -19.4% | +5.9% | -25.4% | -20.0% |
| 6M | -35.3% | +31.9% | -67.2% | -37.1% |
| YTD | -38.5% | +48.7% | -87.1% | -41.1% |
| 1Y | -37.2% | +23.2% | -60.4% | -38.7% |
| 3Y | +31.1% | -23.9% | +55.0% | +34.8% |
| All | +31.1% | -23.5% | +54.6% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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