+53.0%
AVAV vs SOXQ
+269.0%
-215.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.7% | -5.5% |
| 7D | -3.2% | +5.2% | -8.4% | -5.3% |
| 30D | -25.6% | -0.5% | -25.0% | -25.4% |
| 3M | -20.2% | -5.6% | -14.6% | -19.6% |
| 6M | -38.1% | +53.0% | -91.1% | -50.0% |
| YTD | -41.8% | +68.8% | -110.6% | -55.2% |
| 1Y | -39.0% | +105.7% | -144.8% | -56.9% |
| 3Y | +24.1% | +240.5% | -216.4% | -31.0% |
| 5Y | +53.0% | +266.8% | -213.7% | -26.3% |
| All | +53.0% | +269.0% | -215.9% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling