+144.0%
BTI vs AVAV
-5.8%
+149.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.5% | -13.9% | -3.4% |
| 7D | -1.0% | -10.6% | +9.6% | -1.0% |
| 30D | +13.0% | -18.8% | +31.8% | +13.0% |
| 3M | +5.3% | -34.1% | +39.4% | +5.3% |
| 6M | +5.3% | -35.3% | +40.6% | +5.3% |
| YTD | +12.4% | -53.4% | +65.8% | +13.1% |
| 1Y | +18.9% | -65.6% | +84.6% | +20.1% |
| 3Y | +144.0% | -5.1% | +149.1% | +129.3% |
| All | +144.0% | -5.8% | +149.8% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling