-87.4%
OPEN vs AVAV
+79.4%
-166.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.9% |
| 7D | -31.1% | +9.9% | -40.9% | -34.2% |
| 30D | -34.7% | -5.4% | -29.3% | -34.6% |
| 3M | -61.9% | -36.5% | -25.3% | -56.0% |
| 6M | -71.9% | -25.3% | -46.6% | -70.5% |
| YTD | -76.6% | -48.6% | -28.0% | -72.5% |
| 1Y | -83.9% | -62.1% | -21.8% | -78.7% |
| 3Y | -34.4% | +2.3% | -36.7% | -55.5% |
| 5Y | -93.9% | +35.4% | -129.3% | -96.6% |
| All | -87.4% | +79.4% | -166.7% | -93.0% |
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