-69.0%
AVAV vs SOXQ
+45.5%
-114.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.1% | -5.2% | -7.2% |
| 7D | -10.1% | -12.1% | +2.0% | -6.0% |
| 30D | -18.7% | -22.0% | +3.3% | -11.6% |
| 3M | -33.0% | -15.6% | -17.4% | -29.3% |
| 6M | -37.2% | -2.4% | -34.8% | -39.5% |
| YTD | -53.2% | +45.4% | -98.6% | -64.9% |
| 1Y | -69.0% | +47.7% | -116.7% | -77.3% |
| All | -69.0% | +45.5% | -114.4% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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