+453.6%
BTI vs AVAV
+478.6%
-25.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.0% |
| 7D | -1.4% | -2.2% | +0.8% | -1.2% |
| 30D | -6.6% | -13.9% | +7.3% | -5.6% |
| 3M | -3.0% | -29.2% | +26.2% | -0.8% |
| 6M | -6.7% | -36.1% | +29.5% | -4.2% |
| YTD | +0.6% | -40.2% | +40.8% | +2.9% |
| 1Y | +5.6% | -36.2% | +41.8% | +6.5% |
| 3Y | +110.3% | +47.5% | +62.8% | +87.0% |
| 5Y | +114.3% | +39.3% | +75.0% | +86.5% |
| 10Y | +67.7% | +482.6% | -414.9% | +14.9% |
| All | +453.6% | +478.6% | -25.0% | +232.9% |
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