+18.3%
DIS vs AVAV
-39.0%
+57.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -8.3% | +12.5% | +4.6% |
| 7D | +9.1% | -10.1% | +19.2% | +9.7% |
| 30D | +14.8% | -18.7% | +33.5% | +16.2% |
| 3M | +21.2% | -33.0% | +54.2% | +24.3% |
| 6M | +18.3% | -37.2% | +55.5% | +22.1% |
| All | +18.3% | -39.0% | +57.3% | +22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling