+36.8%
S vs AVAV
-62.5%
+99.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +12.6% | -4.6% | +5.9% |
| 7D | +1.6% | +3.2% | -1.6% | +0.7% |
| 30D | -10.5% | -7.4% | -3.1% | -9.9% |
| 3M | +9.9% | -32.0% | +41.9% | +14.3% |
| 6M | +41.8% | -24.6% | +66.3% | +45.3% |
| YTD | +56.8% | -47.5% | +104.3% | +60.8% |
| All | +36.8% | -62.5% | +99.3% | +57.0% |
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