+69.9%
PR vs AVAV
-14.7%
+84.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -9.8% | +5.0% | -4.3% |
| 7D | -16.5% | -24.3% | +7.8% | -15.3% |
| 30D | -4.5% | -28.9% | +24.4% | -2.8% |
| 3M | +8.5% | -39.3% | +47.8% | +11.2% |
| 6M | -3.3% | -38.8% | +35.4% | -1.7% |
| YTD | +55.7% | -57.8% | +113.5% | +60.7% |
| 1Y | +82.0% | -70.9% | +152.9% | +96.9% |
| All | +69.9% | -14.7% | +84.6% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling