-62.0%
AVAV vs SPXU
-27.0%
-35.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -7.0% | +19.6% | +7.8% |
| 7D | +3.2% | -1.5% | +4.6% | +3.4% |
| 30D | -7.4% | +9.7% | -17.1% | +0.2% |
| 3M | -32.0% | +8.4% | -40.4% | -26.4% |
| 6M | -24.6% | -5.7% | -18.8% | -23.4% |
| YTD | -47.5% | -25.4% | -22.1% | -51.5% |
| All | -62.0% | -27.0% | -35.0% | -64.6% |
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