+73.0%
SIMO vs AVAV
-67.9%
+140.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.5% | -6.3% | +3.7% |
| 7D | -22.0% | -10.6% | -11.4% | -21.9% |
| 30D | -43.0% | -18.8% | -24.3% | -43.1% |
| 3M | -39.1% | -34.1% | -5.0% | -39.4% |
| 6M | -33.3% | -35.3% | +2.1% | -33.3% |
| YTD | +77.0% | -53.4% | +130.4% | +68.4% |
| 1Y | +73.0% | -65.6% | +138.7% | +77.9% |
| All | +73.0% | -67.9% | +140.9% | +77.9% |
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