-37.2%
AVAV vs TRU
-16.5%
-20.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.8% | +5.6% | +3.6% |
| 7D | +3.2% | -7.2% | +10.4% | +5.3% |
| 30D | -20.3% | -2.8% | -17.5% | -19.9% |
| 3M | -19.4% | +13.0% | -32.5% | -23.0% |
| 6M | -35.3% | +0.7% | -35.9% | -36.7% |
| YTD | -38.5% | -9.0% | -29.5% | -39.3% |
| 1Y | -37.2% | -16.3% | -20.9% | -38.7% |
| All | -37.2% | -16.5% | -20.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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