+9.6%
IR vs AVAV
-62.1%
+71.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +1.1% | +9.9% | -8.8% | -0.2% |
| 30D | +7.6% | -5.4% | +13.0% | +7.9% |
| 3M | +0.1% | -36.5% | +36.6% | +4.5% |
| 6M | +14.0% | -25.3% | +39.2% | +15.6% |
| YTD | +7.5% | -48.6% | +56.0% | +12.6% |
| All | +9.6% | -62.1% | +71.7% | +15.3% |
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