+26.7%
Q vs AVAV
-62.8%
+89.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | +0.2% | -2.2% | +2.5% | +0.6% |
| 30D | -11.1% | -13.9% | +2.8% | -9.1% |
| 3M | -22.1% | -29.2% | +7.1% | -18.1% |
| 6M | +0.5% | -36.1% | +36.6% | +6.5% |
| YTD | +47.8% | -40.2% | +88.0% | +49.9% |
| All | +26.7% | -62.8% | +89.5% | +72.9% |
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