+69.9%
PR vs AVAV
-63.5%
+133.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.7% | +0.9% |
| 7D | -9.5% | 0.0% | -9.5% | -9.6% |
| 30D | -5.7% | -9.9% | +4.2% | -6.3% |
| 3M | +3.0% | -34.7% | +37.7% | +0.6% |
| 6M | +11.8% | -26.6% | +38.4% | +10.8% |
| YTD | +58.5% | -48.9% | +107.4% | +59.7% |
| 1Y | +69.9% | -63.0% | +132.9% | +71.6% |
| All | +69.9% | -63.5% | +133.4% | +71.6% |
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