-4.3%
SHOP vs AVAV
-62.5%
+58.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +12.6% | -10.5% | -0.3% |
| 7D | -2.7% | +3.2% | -5.8% | -3.7% |
| 30D | -11.0% | -7.4% | -3.6% | -10.2% |
| 3M | +0.3% | -32.0% | +32.3% | +7.3% |
| 6M | +37.7% | -24.6% | +62.3% | +42.2% |
| YTD | -5.5% | -47.5% | +42.0% | +4.2% |
| All | -4.3% | -62.5% | +58.2% | +23.7% |
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 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