+36.3%
S vs AVAV
-63.5%
+99.8%
-30.9%
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 | +1.4% | 0.0% | +1.4% | +1.1% |
| 30D | -10.8% | -9.9% | -0.9% | -9.8% |
| 3M | +5.4% | -34.7% | +40.1% | +10.3% |
| 6M | +41.2% | -26.6% | +67.8% | +45.4% |
| YTD | +56.2% | -48.9% | +105.1% | +61.0% |
| 1Y | +36.3% | -63.0% | +99.3% | +57.1% |
| All | +36.3% | -63.5% | +99.8% | +57.1% |
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