-36.2%
AVAV vs SOXQ
+111.3%
-147.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.4% | -5.1% | -3.1% |
| 7D | -2.2% | +2.3% | -4.6% | -3.2% |
| 30D | -13.9% | -2.3% | -11.7% | -13.2% |
| 3M | -29.2% | -13.8% | -15.5% | -26.5% |
| 6M | -36.1% | +48.6% | -84.7% | -50.9% |
| YTD | -40.2% | +66.0% | -106.2% | -58.3% |
| 1Y | -36.2% | +107.9% | -144.1% | -66.8% |
| All | -36.2% | +111.3% | -147.5% | -66.8% |
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