+17.7%
EXPE vs AVAV
-24.5%
+42.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.4% |
| 7D | -17.8% | +9.9% | -27.6% | -17.6% |
| 30D | -3.2% | -5.4% | +2.2% | -3.2% |
| 3M | -19.0% | -36.5% | +17.6% | -18.4% |
| 6M | +17.7% | -25.3% | +43.0% | +20.1% |
| All | +17.7% | -24.5% | +42.2% | +20.1% |
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