+49.1%
BAX vs AVAV
-63.5%
+112.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.8% | +0.2% |
| 7D | +3.6% | 0.0% | +3.7% | +3.5% |
| 30D | +8.5% | -9.9% | +18.4% | +9.0% |
| 3M | -4.9% | -34.7% | +29.8% | -1.9% |
| 6M | +47.0% | -26.6% | +73.6% | +49.2% |
| YTD | +38.4% | -48.9% | +87.4% | +46.0% |
| 1Y | +49.1% | -63.0% | +112.1% | +52.0% |
| All | +49.1% | -63.5% | +112.6% | +52.0% |
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