+51.2%
JNJ vs AVAV
-68.0%
+119.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -8.3% | +12.2% | +3.6% |
| 7D | +1.9% | -10.1% | +12.0% | +1.7% |
| 30D | +9.2% | -18.7% | +28.0% | +8.7% |
| 3M | +8.9% | -33.0% | +41.9% | +7.8% |
| 6M | +24.6% | -37.2% | +61.8% | +23.6% |
| YTD | +35.7% | -53.2% | +88.9% | +36.6% |
| 1Y | +51.2% | -69.0% | +120.2% | +51.9% |
| All | +51.2% | -68.0% | +119.2% | +51.9% |
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