-45.7%
BROS vs AVAV
+31.5%
-77.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.9% | -3.2% |
| 7D | -2.5% | +18.4% | -20.9% | -5.6% |
| 30D | -11.2% | -4.9% | -6.3% | -10.5% |
| 3M | -33.9% | -37.7% | +3.7% | -28.5% |
| 6M | -33.5% | -28.4% | -5.0% | -31.1% |
| YTD | -44.9% | -50.0% | +5.1% | -40.5% |
| 1Y | -41.5% | -62.6% | +21.1% | -33.0% |
| 3Y | +22.4% | -0.6% | +23.1% | -0.9% |
| 5Y | -45.7% | +31.9% | -77.6% | -67.4% |
| All | -45.7% | +31.5% | -77.2% | -67.4% |
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 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