+38.4%
S vs AVAV
-14.7%
+53.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -9.8% | +1.0% | -7.3% |
| 7D | -16.7% | -24.3% | +7.6% | -13.1% |
| 30D | -17.0% | -28.9% | +11.9% | -12.6% |
| 3M | +2.0% | -39.3% | +41.3% | +9.6% |
| 6M | +35.1% | -38.8% | +73.8% | +43.4% |
| YTD | +42.8% | -57.8% | +100.6% | +56.1% |
| 1Y | +27.7% | -70.9% | +98.6% | +47.8% |
| All | +38.4% | -14.7% | +53.1% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling