+29.4%
NDAQ vs AVAV
-68.0%
+97.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.3% | +10.9% | +3.1% |
| 7D | +3.9% | -10.1% | +14.0% | +4.5% |
| 30D | +19.0% | -18.7% | +37.7% | +20.4% |
| 3M | +17.6% | -33.0% | +50.6% | +20.3% |
| 6M | +21.0% | -37.2% | +58.2% | +23.3% |
| YTD | +14.1% | -53.2% | +67.3% | +18.4% |
| 1Y | +29.4% | -69.0% | +98.4% | +40.6% |
| All | +29.4% | -68.0% | +97.5% | +40.6% |
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