+72.2%
BTI vs AVAV
+478.0%
-405.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.9% | -1.2% |
| 7D | -2.4% | -3.2% | +0.7% | -2.2% |
| 30D | -4.8% | -25.6% | +20.8% | -3.1% |
| 3M | -8.1% | -20.2% | +12.1% | -7.3% |
| 6M | -4.2% | -38.1% | +33.9% | -2.1% |
| YTD | -1.3% | -41.8% | +40.5% | +0.6% |
| 1Y | +2.1% | -39.0% | +41.2% | +3.0% |
| 3Y | +108.9% | +24.1% | +84.8% | +91.9% |
| 5Y | +114.5% | +53.0% | +61.4% | +88.4% |
| 10Y | +72.2% | +493.8% | -421.6% | +29.3% |
| All | +72.2% | +478.0% | -405.8% | +29.3% |
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