-40.9%
SE vs AVAV
-39.1%
-1.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | -6.1% | -2.2% | -3.9% | -5.8% |
| 30D | -2.5% | -13.9% | +11.5% | -0.4% |
| 3M | +21.7% | -29.2% | +50.9% | +26.3% |
| 6M | +27.0% | -36.1% | +63.1% | +32.3% |
| YTD | -12.1% | -40.2% | +28.1% | -12.3% |
| 1Y | -40.9% | -36.2% | -4.7% | -31.6% |
| All | -40.9% | -39.1% | -1.8% | -31.6% |
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