-70.8%
OPEN vs AVAV
+108.5%
-179.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +1.3% |
| 7D | -4.3% | -2.2% | -2.0% | -3.4% |
| 30D | -16.2% | -13.9% | -2.3% | -11.8% |
| 3M | -36.4% | -29.2% | -7.1% | -29.5% |
| 6M | -35.5% | -36.1% | +0.7% | -26.8% |
| YTD | -46.0% | -40.2% | -5.8% | -38.4% |
| 1Y | -47.1% | -36.2% | -10.9% | -42.3% |
| 3Y | -19.0% | +47.5% | -66.5% | -54.4% |
| 5Y | -83.6% | +39.3% | -122.9% | -90.9% |
| All | -70.8% | +108.5% | -179.4% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling