+33.1%
S vs AVAV
-67.9%
+100.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.8% | 0.0% |
| 7D | -13.4% | -10.6% | -2.9% | -12.1% |
| 30D | -14.0% | -18.8% | +4.8% | -11.5% |
| 3M | +4.9% | -34.1% | +39.0% | +10.4% |
| 6M | +42.0% | -35.3% | +77.3% | +49.0% |
| YTD | +45.1% | -53.4% | +98.5% | +51.9% |
| 1Y | +33.1% | -65.6% | +98.7% | +55.2% |
| All | +33.1% | -67.9% | +100.9% | +55.2% |
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