-18.6%
QS vs AVAV
+31.0%
-49.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.8% | +0.9% |
| 7D | +2.2% | +3.2% | -1.0% | +0.9% |
| 30D | -8.1% | -20.3% | +12.3% | +0.6% |
| 3M | -27.0% | -19.4% | -7.6% | -22.2% |
| 6M | -16.4% | -35.3% | +18.8% | -3.7% |
| YTD | -46.4% | -38.5% | -7.9% | -39.7% |
| 1Y | -41.1% | -37.2% | -3.9% | -32.8% |
| 3Y | -18.6% | +31.1% | -49.7% | -21.3% |
| All | -18.6% | +31.0% | -49.6% | -21.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling