-61.5%
AVAV vs WY
-5.4%
-56.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +9.9% | -5.1% | +14.9% | +10.2% |
| 30D | -5.4% | +9.0% | -14.4% | -7.2% |
| 3M | -36.5% | -16.7% | -19.8% | -34.4% |
| 6M | -25.3% | -10.3% | -15.0% | -25.5% |
| YTD | -48.6% | -10.5% | -38.1% | -48.5% |
| All | -61.5% | -5.4% | -56.1% | -59.0% |
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