+29.4%
B vs AVAV
-68.0%
+97.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -8.3% | +16.7% | +9.2% |
| 7D | +1.1% | -10.1% | +11.2% | +2.1% |
| 30D | +0.3% | -18.7% | +19.0% | +2.4% |
| 3M | +5.4% | -33.0% | +38.4% | +9.6% |
| 6M | +5.5% | -37.2% | +42.7% | +10.1% |
| YTD | -6.3% | -53.2% | +46.9% | -1.1% |
| 1Y | +29.4% | -69.0% | +98.3% | +44.0% |
| All | +29.4% | -68.0% | +97.4% | +44.0% |
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