+504.5%
AVAV vs SIRI
-4.6%
+509.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.5% |
| 7D | -2.2% | +1.6% | -3.8% | -2.4% |
| 30D | -13.9% | -4.7% | -9.2% | -13.5% |
| 3M | -29.2% | +5.3% | -34.5% | -29.7% |
| 6M | -36.1% | +30.5% | -66.6% | -38.0% |
| YTD | -40.2% | +49.6% | -89.8% | -42.9% |
| 1Y | -36.2% | +28.5% | -64.7% | -38.3% |
| 3Y | +47.5% | -27.5% | +75.0% | +48.5% |
| 5Y | +39.3% | -44.7% | +83.9% | +41.9% |
| 10Y | +482.6% | -12.6% | +495.2% | +469.9% |
| All | +504.5% | -4.6% | +509.1% | +587.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling