+34.5%
S vs AVAV
-62.9%
+97.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.1% |
| 7D | +2.0% | +4.2% | -2.2% | +1.3% |
| 30D | -2.7% | -2.6% | -0.2% | -2.5% |
| 3M | -6.9% | -38.0% | +31.1% | -1.9% |
| 6M | +38.1% | -27.0% | +65.1% | +42.8% |
| YTD | +48.0% | -51.4% | +99.4% | +54.3% |
| 1Y | +34.5% | -60.2% | +94.7% | +43.2% |
| All | +34.5% | -62.9% | +97.4% | +43.2% |
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