+532.2%
BE vs AVAV
+28.1%
+504.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -3.9% |
| 7D | +10.8% | +4.2% | +6.6% | +9.4% |
| 30D | -19.8% | -2.6% | -17.2% | -18.8% |
| 3M | -18.7% | -38.0% | +19.2% | -3.4% |
| 6M | -33.7% | -27.0% | -6.7% | -28.7% |
| YTD | +121.0% | -51.4% | +172.4% | +166.1% |
| 1Y | +85.4% | -60.2% | +145.6% | +144.9% |
| 3Y | +1,709.5% | -6.7% | +1,716.2% | +1,417.1% |
| All | +532.2% | +28.1% | +504.1% | +240.6% |
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