+26.8%
KEY vs AVAV
-62.9%
+89.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.4% | +0.7% |
| 7D | +2.9% | +4.2% | -1.3% | +2.7% |
| 30D | +8.4% | -2.6% | +11.0% | +8.4% |
| 3M | -5.8% | -38.0% | +32.2% | -4.4% |
| 6M | +5.4% | -27.0% | +32.4% | +6.1% |
| YTD | +7.1% | -51.4% | +58.5% | +8.2% |
| 1Y | +26.8% | -60.2% | +87.0% | +27.9% |
| All | +26.8% | -62.9% | +89.7% | +27.9% |
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