+23.4%
REGN vs AVAV
+56.0%
-32.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.5% |
| 7D | -5.6% | +1.4% | -7.0% | -5.7% |
| 30D | -2.0% | -24.3% | +22.3% | -0.8% |
| 3M | +28.0% | -20.1% | +48.1% | +28.8% |
| 6M | +1.2% | -29.4% | +30.5% | +2.1% |
| YTD | +1.6% | -39.3% | +41.0% | +2.5% |
| 1Y | +38.2% | -39.3% | +77.6% | +38.4% |
| 3Y | -5.4% | +29.5% | -34.8% | -13.8% |
| All | +23.4% | +56.0% | -32.7% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling