-11.7%
EXE vs AVAV
-32.4%
+20.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.5% | -11.3% | -1.4% |
| 7D | -6.6% | -10.6% | +4.0% | -6.0% |
| 30D | -4.0% | -18.8% | +14.8% | -3.0% |
| 3M | -7.5% | -34.1% | +26.7% | -5.6% |
| 6M | -11.7% | -35.3% | +23.7% | -11.1% |
| All | -11.7% | -32.4% | +20.8% | -11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling