-16.8%
AVGO vs AVAV
-67.9%
+51.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.5% | -9.7% | -0.8% |
| 7D | -9.9% | -10.6% | +0.7% | -8.6% |
| 30D | -22.0% | -18.8% | -3.2% | -19.9% |
| 3M | -30.0% | -34.1% | +4.1% | -26.6% |
| 6M | -30.7% | -35.3% | +4.6% | -28.0% |
| YTD | -14.7% | -53.4% | +38.7% | -9.1% |
| 1Y | -16.8% | -65.6% | +48.9% | -1.5% |
| All | -16.8% | -67.9% | +51.1% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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