-69.0%
AVAV vs SPXU
-30.4%
-38.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.9% | -3.5% | -11.5% |
| 7D | -10.1% | +2.2% | -12.3% | -8.6% |
| 30D | -18.7% | +3.8% | -22.5% | -16.3% |
| 3M | -33.0% | +3.3% | -36.3% | -30.7% |
| 6M | -37.2% | -16.7% | -20.5% | -41.8% |
| YTD | -53.2% | -28.6% | -24.6% | -58.8% |
| 1Y | -69.0% | -30.6% | -38.4% | -73.0% |
| All | -69.0% | -30.4% | -38.6% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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