+90.4%
KRE vs AVAV
-3.9%
+94.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.1% | +0.5% |
| 7D | +0.7% | +4.2% | -3.5% | +0.3% |
| 30D | +6.1% | -2.6% | +8.7% | +6.1% |
| 3M | -5.9% | -38.0% | +32.1% | -2.4% |
| 6M | +9.6% | -27.0% | +36.6% | +11.1% |
| YTD | +14.2% | -51.4% | +65.6% | +18.4% |
| 1Y | +22.5% | -60.2% | +82.7% | +29.9% |
| 3Y | +90.4% | -6.7% | +97.0% | +62.7% |
| All | +90.4% | -3.9% | +94.2% | +62.7% |
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 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