+3.6%
DUK vs AVAV
-40.1%
+43.7%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.7% |
| 7D | -0.1% | -3.2% | +3.0% | -0.1% |
| 30D | +0.2% | -25.6% | +25.8% | -0.1% |
| 3M | -1.9% | -20.2% | +18.3% | -1.9% |
| 6M | -6.5% | -38.1% | +31.5% | -6.8% |
| YTD | +5.4% | -41.8% | +47.2% | +5.3% |
| 1Y | +3.6% | -39.0% | +42.6% | +6.7% |
| All | +3.6% | -40.1% | +43.7% | +6.7% |
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