-69.0%
AVAV vs XLRE
+14.1%
-83.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.3% | -11.7% | -9.7% |
| 7D | -10.1% | +7.1% | -17.2% | -13.1% |
| 30D | -18.7% | +10.9% | -29.7% | -22.8% |
| 3M | -33.0% | +0.7% | -33.7% | -33.5% |
| 6M | -37.2% | +4.1% | -41.3% | -40.3% |
| YTD | -53.2% | +14.5% | -67.7% | -62.1% |
| 1Y | -69.0% | +14.1% | -83.1% | -74.8% |
| All | -69.0% | +14.1% | -83.1% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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