-28.9%
AVTR vs AVAV
+48.2%
-77.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | +2.7% | -2.2% | +4.9% | +2.9% |
| 30D | +12.1% | -13.9% | +26.0% | +13.8% |
| 3M | +57.2% | -29.2% | +86.5% | +62.9% |
| 6M | +73.1% | -36.1% | +109.2% | +79.9% |
| YTD | +30.6% | -40.2% | +70.8% | +36.1% |
| 1Y | +13.5% | -36.2% | +49.7% | +17.2% |
| All | -28.9% | +48.2% | -77.1% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling