+50.3%
BKR vs AVAV
+370.1%
-319.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.7% |
| 7D | +3.8% | +4.2% | -0.4% | +2.7% |
| 30D | -10.3% | -2.6% | -7.7% | -10.1% |
| 3M | -21.7% | -38.0% | +16.3% | -14.4% |
| 6M | -23.8% | -27.0% | +3.2% | -21.2% |
| YTD | +10.3% | -51.4% | +61.7% | +20.4% |
| 1Y | +5.7% | -60.2% | +65.9% | +20.0% |
| 3Y | +52.6% | -6.7% | +59.3% | +33.7% |
| 5Y | +127.1% | +28.3% | +98.8% | +73.8% |
| 10Y | +56.5% | +320.5% | -264.0% | -18.4% |
| All | +50.3% | +370.1% | -319.8% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling