+113.9%
BTI vs AVAV
+423.1%
-309.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +12.6% | -13.9% | -2.0% |
| 7D | -2.9% | +3.2% | -6.1% | -3.2% |
| 30D | +8.3% | -7.4% | +15.7% | +8.6% |
| 3M | +2.9% | -32.0% | +34.9% | +5.0% |
| 6M | +6.2% | -24.6% | +30.8% | +6.9% |
| YTD | +10.9% | -47.5% | +58.4% | +13.5% |
| 1Y | +16.6% | -61.5% | +78.1% | +21.9% |
| 3Y | +142.2% | +5.5% | +136.8% | +124.7% |
| 5Y | +151.3% | +35.7% | +115.5% | +122.1% |
| 10Y | +113.9% | +379.1% | -265.2% | +63.5% |
| All | +113.9% | +423.1% | -309.2% | +63.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling