-62.6%
AVAV vs XLRE
+10.7%
-73.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.6% |
| 7D | +18.4% | +0.1% | +18.2% | +18.3% |
| 30D | -4.9% | +6.0% | -11.0% | -7.6% |
| 3M | -37.7% | +0.5% | -38.2% | -38.0% |
| 6M | -28.4% | +1.2% | -29.7% | -30.4% |
| YTD | -50.0% | +12.6% | -62.6% | -59.5% |
| 1Y | -62.6% | +11.0% | -73.6% | -68.9% |
| All | -62.6% | +10.7% | -73.3% | -68.9% |
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