-16.0%
IT vs AVAV
-67.9%
+51.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +10.5% | -14.5% | -4.4% |
| 7D | -16.9% | -10.6% | -6.3% | -16.5% |
| 30D | +2.3% | -18.8% | +21.1% | +3.2% |
| 3M | +2.9% | -34.1% | +37.0% | +4.6% |
| 6M | +25.9% | -35.3% | +61.2% | +27.6% |
| YTD | -24.6% | -53.4% | +28.7% | -20.5% |
| 1Y | -16.0% | -65.6% | +49.6% | -10.5% |
| All | -16.0% | -67.9% | +51.8% | -10.5% |
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