+19.6%
AVAV vs SPXU
-81.8%
+101.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.7% | +11.2% | +10.2% |
| 7D | -10.6% | +7.6% | -18.1% | -7.5% |
| 30D | -18.8% | +17.5% | -36.3% | -12.8% |
| 3M | -34.1% | +14.7% | -48.8% | -29.6% |
| 6M | -35.3% | -0.1% | -35.3% | -33.1% |
| YTD | -53.4% | -19.8% | -33.6% | -54.7% |
| 1Y | -65.6% | -23.7% | -41.9% | -66.9% |
| 3Y | -5.1% | -79.5% | +74.4% | -34.6% |
| All | +19.6% | -81.8% | +101.3% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling