-20.1%
GIS vs AVAV
-35.3%
+15.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.4% | -1.4% |
| 7D | -8.3% | +3.2% | -11.5% | -8.1% |
| 30D | +2.2% | -20.3% | +22.5% | +1.3% |
| 3M | +15.7% | -19.4% | +35.1% | +15.5% |
| 6M | -12.0% | -35.3% | +23.3% | -13.2% |
| YTD | -15.0% | -38.5% | +23.5% | -14.8% |
| 1Y | -20.1% | -37.2% | +17.1% | -21.5% |
| All | -20.1% | -35.3% | +15.2% | -21.5% |
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