+24.2%
AVAV vs SOXQ
+235.9%
-211.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.7% | -5.5% |
| 7D | -3.2% | +5.2% | -8.4% | -5.2% |
| 30D | -25.6% | -0.5% | -25.0% | -25.4% |
| 3M | -20.2% | -5.6% | -14.6% | -19.8% |
| 6M | -38.1% | +53.0% | -91.1% | -50.3% |
| YTD | -41.8% | +68.8% | -110.6% | -55.6% |
| 1Y | -39.0% | +105.7% | -144.8% | -57.4% |
| All | +24.2% | +235.9% | -211.7% | -25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling