-3.7%
P vs AVAV
-71.4%
+67.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -9.8% | -6.6% | -14.9% |
| 7D | -31.9% | -24.3% | -7.6% | -29.2% |
| 30D | -36.5% | -28.9% | -7.6% | -33.6% |
| 3M | +11.6% | -39.3% | +50.8% | +18.7% |
| 6M | +25.2% | -38.8% | +64.0% | +30.0% |
| YTD | +39.4% | -57.8% | +97.2% | +46.9% |
| 1Y | -3.7% | -70.9% | +67.2% | +7.2% |
| All | -3.7% | -71.4% | +67.7% | +7.2% |
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