-4.6%
SHOP vs AVAV
-67.9%
+63.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.5% | -6.9% | +1.5% |
| 7D | -5.4% | -10.6% | +5.1% | -3.7% |
| 30D | -10.3% | -18.8% | +8.5% | -7.0% |
| 3M | +1.0% | -34.1% | +35.1% | +8.7% |
| 6M | +41.2% | -35.3% | +76.6% | +50.7% |
| YTD | -7.5% | -53.4% | +45.9% | +4.5% |
| 1Y | -4.6% | -65.6% | +61.1% | +25.7% |
| All | -4.6% | -67.9% | +63.3% | +25.7% |
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