+405.0%
AVAV vs WTW
+366.4%
+38.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.2% | -2.3% |
| 7D | +18.4% | -2.3% | +20.7% | +19.3% |
| 30D | -4.9% | +10.7% | -15.6% | -9.0% |
| 3M | -37.7% | -3.1% | -34.6% | -37.3% |
| 6M | -28.4% | +31.7% | -60.1% | -36.2% |
| YTD | -50.0% | +1.1% | -51.1% | -51.2% |
| 1Y | -62.6% | +4.1% | -66.7% | -63.9% |
| 3Y | -0.6% | +42.1% | -42.7% | -16.5% |
| 5Y | +31.9% | +52.2% | -20.3% | +6.8% |
| 10Y | +332.3% | +210.9% | +121.4% | +161.2% |
| All | +405.0% | +366.4% | +38.5% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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