-41.4%
OPEN vs AVAV
-3.9%
-37.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -3.2% |
| 7D | -15.0% | +4.2% | -19.2% | -15.6% |
| 30D | -40.2% | -2.6% | -37.6% | -40.2% |
| 3M | -67.4% | -38.0% | -29.4% | -64.7% |
| 6M | -74.0% | -27.0% | -47.0% | -72.9% |
| YTD | -79.6% | -51.4% | -28.2% | -77.1% |
| 1Y | -86.1% | -60.2% | -25.9% | -84.1% |
| 3Y | -41.4% | -6.7% | -34.7% | -44.7% |
| All | -41.4% | -3.9% | -37.5% | -44.7% |
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