+117.7%
BTI vs AVAV
+41.1%
+76.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.2% | -0.4% |
| 7D | -1.4% | +3.2% | -4.6% | -1.4% |
| 30D | -7.0% | -20.3% | +13.3% | -6.7% |
| 3M | -6.3% | -19.4% | +13.1% | -6.1% |
| 6M | -2.0% | -35.3% | +33.3% | -1.3% |
| YTD | +0.2% | -38.5% | +38.7% | +0.9% |
| 1Y | +3.8% | -37.2% | +41.0% | +4.0% |
| 3Y | +112.1% | +31.1% | +81.0% | +102.2% |
| All | +117.7% | +41.1% | +76.6% | +110.8% |
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