+42.7%
MKSI vs AVAV
-68.0%
+110.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -8.3% | +3.4% | -4.0% |
| 7D | -10.7% | -10.1% | -0.6% | -9.5% |
| 30D | -30.5% | -18.7% | -11.8% | -28.9% |
| 3M | -39.2% | -33.0% | -6.2% | -36.6% |
| 6M | -33.0% | -37.2% | +4.2% | -30.6% |
| YTD | +22.3% | -53.2% | +75.5% | +21.5% |
| 1Y | +42.7% | -69.0% | +111.7% | +51.5% |
| All | +42.7% | -68.0% | +110.7% | +51.5% |
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 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