+61.0%
ROKU vs AVAV
-39.3%
+100.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -1.1% |
| 7D | -3.0% | -3.2% | +0.1% | -2.8% |
| 30D | +0.7% | -25.6% | +26.3% | +3.2% |
| 3M | +26.5% | -20.2% | +46.7% | +28.0% |
| 6M | +52.6% | -38.1% | +90.7% | +58.2% |
| YTD | +40.9% | -41.8% | +82.7% | +43.6% |
| All | +61.0% | -39.3% | +100.4% | +62.3% |
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 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