-27.0%
KVUE vs AVAV
+66.0%
-93.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.9% | -9.0% | +9.9% | +0.8% |
| 30D | +1.4% | -10.0% | +11.4% | +1.3% |
| 3M | -1.9% | -34.6% | +32.7% | -2.3% |
| 6M | +6.7% | -48.9% | +55.7% | +6.2% |
| YTD | +3.1% | -30.4% | +33.6% | +2.6% |
| 1Y | -23.7% | -0.1% | -23.7% | -25.9% |
| 3Y | -25.9% | +63.2% | -89.2% | -29.5% |
| All | -27.0% | +66.0% | -93.0% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling