+51.9%
DOW vs AVAV
-68.0%
+119.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.3% | +5.1% | -3.0% |
| 7D | -4.2% | -10.1% | +5.9% | -4.0% |
| 30D | +14.7% | -18.7% | +33.4% | +15.1% |
| 3M | +9.1% | -33.0% | +42.1% | +9.9% |
| 6M | -17.7% | -37.2% | +19.5% | -16.6% |
| YTD | +44.6% | -53.2% | +97.8% | +54.4% |
| 1Y | +51.9% | -69.0% | +120.9% | +58.4% |
| All | +51.9% | -68.0% | +119.9% | +58.4% |
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