-65.8%
BAX vs AVAV
+39.7%
-105.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.1% |
| 7D | -1.1% | -2.2% | +1.1% | -1.0% |
| 30D | -5.5% | -13.9% | +8.5% | -4.5% |
| 3M | +33.5% | -29.2% | +62.8% | +36.2% |
| 6M | +35.9% | -36.1% | +72.0% | +38.9% |
| YTD | +35.4% | -40.2% | +75.6% | +38.3% |
| 1Y | +9.8% | -36.2% | +46.0% | +11.4% |
| 3Y | -32.7% | +47.5% | -80.3% | -37.5% |
| All | -65.8% | +39.7% | -105.5% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling