+1,076.1%
BE vs AVAV
+39.7%
+1,036.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +8.0% |
| 7D | +20.0% | -2.2% | +22.2% | +20.9% |
| 30D | +7.9% | -13.9% | +21.8% | +13.0% |
| 3M | -13.2% | -29.2% | +16.0% | -4.0% |
| 6M | +53.5% | -36.1% | +89.6% | +71.7% |
| YTD | +191.0% | -40.2% | +231.2% | +224.8% |
| 1Y | +360.5% | -36.2% | +396.7% | +412.5% |
| 3Y | +1,568.0% | +47.5% | +1,520.5% | +1,037.6% |
| All | +1,076.1% | +39.7% | +1,036.5% | +578.0% |
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