-6.7%
AXP vs AVAV
-68.0%
+61.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.3% | +10.5% | +2.8% |
| 7D | +4.6% | -10.1% | +14.7% | +5.4% |
| 30D | +9.7% | -18.7% | +28.5% | +11.4% |
| 3M | -3.8% | -33.0% | +29.2% | -0.9% |
| 6M | +4.8% | -37.2% | +42.0% | +8.0% |
| YTD | -9.1% | -53.2% | +44.1% | -4.6% |
| 1Y | -6.7% | -69.0% | +62.3% | +4.6% |
| All | -6.7% | -68.0% | +61.3% | +4.6% |
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