-10.1%
DIS vs AVAV
-39.1%
+29.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.6% |
| 7D | -2.6% | -2.2% | -0.4% | -2.5% |
| 30D | +3.5% | -13.9% | +17.4% | +4.4% |
| 3M | +6.8% | -29.2% | +36.1% | +8.8% |
| 6M | +3.0% | -36.1% | +39.1% | +4.8% |
| YTD | -6.7% | -40.2% | +33.5% | -5.4% |
| 1Y | -10.1% | -36.2% | +26.1% | -3.9% |
| All | -10.1% | -39.1% | +29.0% | -3.9% |
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