+60.2%
ROKU vs AVAV
-39.1%
+99.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.6% |
| 7D | -1.3% | -2.2% | +0.9% | -1.1% |
| 30D | +5.9% | -13.9% | +19.8% | +7.1% |
| 3M | +23.9% | -29.2% | +53.1% | +27.4% |
| 6M | +59.6% | -36.1% | +95.7% | +64.9% |
| YTD | +43.4% | -40.2% | +83.6% | +45.8% |
| 1Y | +60.2% | -36.2% | +96.4% | +56.4% |
| All | +60.2% | -39.1% | +99.2% | +56.4% |
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 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