+329.1%
AVAV vs SPXS
-100.0%
+429.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -7.0% | +19.6% | +10.3% |
| 7D | +3.2% | -1.5% | +4.7% | +3.5% |
| 30D | -7.4% | +9.6% | -17.0% | -3.5% |
| 3M | -32.0% | +8.5% | -40.5% | -29.2% |
| 6M | -24.6% | -5.8% | -18.8% | -23.6% |
| YTD | -47.5% | -25.4% | -22.1% | -49.8% |
| 1Y | -61.5% | -28.8% | -32.7% | -63.5% |
| 3Y | +5.5% | -80.9% | +86.4% | -26.5% |
| 5Y | +35.7% | -83.1% | +118.8% | +4.5% |
| 10Y | +379.1% | -99.5% | +478.6% | +81.8% |
| All | +329.1% | -100.0% | +429.1% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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