+38.7%
DOV vs AVAV
+48.2%
-9.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.1% |
| 7D | -2.7% | -2.2% | -0.4% | -2.5% |
| 30D | -8.1% | -13.9% | +5.8% | -7.2% |
| 3M | -9.4% | -29.2% | +19.8% | -7.5% |
| 6M | -12.6% | -36.1% | +23.5% | -10.5% |
| YTD | -0.5% | -40.2% | +39.7% | +1.5% |
| 1Y | +9.2% | -36.2% | +45.5% | +9.8% |
| All | +38.7% | +48.2% | -9.5% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling