-24.4%
DOW vs AVAV
-5.8%
-18.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.5% | -12.3% | -2.4% |
| 7D | -9.5% | -10.6% | +1.1% | -9.0% |
| 30D | +13.1% | -18.8% | +31.9% | +14.2% |
| 3M | +4.8% | -34.1% | +38.9% | +7.0% |
| 6M | -16.7% | -35.3% | +18.7% | -15.3% |
| YTD | +38.9% | -53.4% | +92.3% | +44.1% |
| 1Y | +48.3% | -65.6% | +113.9% | +57.1% |
| 3Y | -24.4% | -5.1% | -19.3% | -29.5% |
| All | -24.4% | -5.8% | -18.6% | -29.5% |
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