-3.6%
COST vs AVAV
-39.1%
+35.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -1.0% |
| 7D | -3.1% | -2.2% | -0.9% | -3.1% |
| 30D | -2.8% | -13.9% | +11.1% | -2.7% |
| 3M | -5.7% | -29.2% | +23.6% | -5.6% |
| 6M | -8.8% | -36.1% | +27.4% | -8.2% |
| YTD | +6.7% | -40.2% | +46.9% | +8.3% |
| 1Y | -3.6% | -36.2% | +32.6% | +1.3% |
| All | -3.6% | -39.1% | +35.4% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling