-8.8%
IT vs AVAV
-68.0%
+59.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.3% | +9.8% | +1.8% |
| 7D | -5.5% | -10.1% | +4.6% | -5.1% |
| 30D | +10.3% | -18.7% | +29.1% | +11.3% |
| 3M | +11.5% | -33.0% | +44.5% | +13.3% |
| 6M | +40.3% | -37.2% | +77.5% | +42.5% |
| YTD | -17.9% | -53.2% | +35.3% | -13.8% |
| 1Y | -8.8% | -69.0% | +60.2% | -0.7% |
| All | -8.8% | -68.0% | +59.2% | -0.7% |
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