-68.9%
S vs AVAV
+18.1%
-87.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.8% | -0.8% |
| 7D | -13.4% | -10.6% | -2.9% | -11.3% |
| 30D | -14.0% | -18.8% | +4.8% | -9.9% |
| 3M | +4.9% | -34.1% | +39.0% | +14.9% |
| 6M | +42.0% | -35.3% | +77.3% | +53.0% |
| YTD | +45.1% | -53.4% | +98.5% | +62.7% |
| 1Y | +33.1% | -65.6% | +98.7% | +61.2% |
| 3Y | +40.6% | -5.1% | +45.7% | +13.5% |
| All | -68.9% | +18.1% | -87.0% | -84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling