+17.1%
COST vs AVAV
-63.5%
+80.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | +4.6% | 0.0% | +4.6% | +4.7% |
| 30D | +12.8% | -9.9% | +22.7% | +12.9% |
| 3M | +12.1% | -34.7% | +46.8% | +12.7% |
| 6M | +6.0% | -26.6% | +32.6% | +6.3% |
| YTD | +24.4% | -48.9% | +73.3% | +26.5% |
| 1Y | +17.1% | -63.0% | +80.1% | +16.9% |
| All | +17.1% | -63.5% | +80.6% | +16.9% |
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 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