-32.2%
AZO vs AVAV
-36.6%
+4.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -0.9% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -5.3% | -25.0% | +19.7% | -5.9% |
| 3M | -7.3% | -15.0% | +7.6% | -7.7% |
| 6M | -22.7% | -33.6% | +11.0% | -24.0% |
| YTD | -15.0% | -39.2% | +24.2% | -16.6% |
| 1Y | -32.2% | -40.5% | +8.2% | -28.9% |
| All | -32.2% | -36.6% | +4.4% | -28.9% |
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