+38.3%
BAX vs AVAV
-62.9%
+101.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.5% |
| 7D | +0.1% | +4.2% | -4.1% | -0.2% |
| 30D | +4.1% | -2.6% | +6.6% | +3.9% |
| 3M | -4.5% | -38.0% | +33.4% | -1.2% |
| 6M | +49.2% | -27.0% | +76.2% | +51.4% |
| YTD | +35.2% | -51.4% | +86.7% | +43.3% |
| 1Y | +38.3% | -60.2% | +98.5% | +44.4% |
| All | +38.3% | -62.9% | +101.2% | +44.4% |
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