+23.8%
BTDR vs AVAV
+48.6%
-24.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.7% | +4.3% |
| 7D | +20.0% | -2.2% | +22.2% | +20.6% |
| 30D | +11.9% | -13.9% | +25.9% | +15.4% |
| 3M | -36.9% | -29.2% | -7.7% | -32.6% |
| 6M | +56.5% | -36.1% | +92.6% | +69.6% |
| YTD | +10.4% | -40.2% | +50.6% | +20.6% |
| 1Y | +3.1% | -36.2% | +39.3% | +13.2% |
| 3Y | -2.6% | +47.5% | -50.1% | +1.2% |
| 5Y | +25.2% | +39.3% | -14.1% | +29.8% |
| All | +23.8% | +48.6% | -24.8% | +28.9% |
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