+57.3%
BEN vs AVAV
-68.0%
+125.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -8.3% | +13.0% | +5.2% |
| 7D | +6.7% | -10.1% | +16.8% | +7.5% |
| 30D | +3.0% | -18.7% | +21.7% | +4.4% |
| 3M | -4.3% | -33.0% | +28.7% | -1.9% |
| 6M | +16.4% | -37.2% | +53.5% | +19.2% |
| YTD | +46.8% | -53.2% | +100.0% | +53.2% |
| 1Y | +57.3% | -69.0% | +126.3% | +73.4% |
| All | +57.3% | -68.0% | +125.4% | +73.4% |
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