+14.4%
FIX vs AVAV
-68.0%
+82.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -8.3% | -6.7% | -13.9% |
| 7D | -18.9% | -10.1% | -8.8% | -17.6% |
| 30D | -36.3% | -18.7% | -17.6% | -34.5% |
| 3M | -38.5% | -33.0% | -5.5% | -35.6% |
| 6M | -42.3% | -37.2% | -5.1% | -39.6% |
| YTD | +17.1% | -53.2% | +70.3% | +18.5% |
| 1Y | +14.4% | -69.0% | +83.4% | +37.1% |
| All | +14.4% | -68.0% | +82.4% | +37.1% |
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 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