+30.3%
KR vs AVAV
+31.0%
-0.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.9% | -5.2% | -2.3% |
| 7D | -1.3% | +3.2% | -4.5% | -1.2% |
| 30D | +1.5% | -20.3% | +21.8% | +0.9% |
| 3M | -8.5% | -19.4% | +10.9% | -8.9% |
| 6M | -21.9% | -35.3% | +13.4% | -22.5% |
| YTD | -6.9% | -38.5% | +31.6% | -7.4% |
| 1Y | -14.0% | -37.2% | +23.2% | -14.4% |
| 3Y | +30.3% | +31.1% | -0.8% | +26.9% |
| All | +30.3% | +31.0% | -0.7% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling