+7.8%
DUK vs AVAV
-62.2%
+70.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.1% |
| 7D | -0.6% | +9.9% | -10.5% | -0.4% |
| 30D | +9.4% | -5.4% | +14.8% | +9.5% |
| 3M | +5.4% | -36.5% | +42.0% | +5.2% |
| 6M | +4.9% | -25.3% | +30.2% | +5.0% |
| YTD | +12.7% | -48.6% | +61.3% | +12.4% |
| 1Y | +7.8% | -62.1% | +69.9% | +8.9% |
| All | +7.8% | -62.2% | +70.0% | +8.9% |
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