-62.0%
AVAV vs WY
-4.7%
-57.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.7% | +11.9% | +12.5% |
| 7D | +3.2% | -0.8% | +3.9% | +3.3% |
| 30D | -7.4% | +10.6% | -18.0% | -9.2% |
| 3M | -32.0% | -16.6% | -15.4% | -29.5% |
| 6M | -24.6% | -8.6% | -16.0% | -24.8% |
| YTD | -47.5% | -8.4% | -39.1% | -47.6% |
| All | -62.0% | -4.7% | -57.3% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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