+21.7%
P vs AVAV
-62.2%
+84.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.3% |
| 7D | -4.7% | +9.9% | -14.6% | -6.0% |
| 30D | -31.4% | -5.4% | -26.0% | -31.1% |
| 3M | -2.6% | -36.5% | +33.9% | +1.3% |
| 6M | +21.9% | -25.3% | +47.2% | +22.6% |
| YTD | +58.9% | -48.6% | +107.5% | +62.8% |
| 1Y | +21.7% | -62.1% | +83.8% | +22.2% |
| All | +21.7% | -62.2% | +84.0% | +22.2% |
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