+41.6%
SMH vs AVAV
-63.2%
+104.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | -0.6% |
| 7D | +12.1% | +18.4% | -6.3% | +9.2% |
| 30D | -14.7% | -4.9% | -9.7% | -14.3% |
| 3M | -14.2% | -37.7% | +23.4% | -9.8% |
| 6M | -10.6% | -28.4% | +17.8% | -8.2% |
| YTD | +39.3% | -50.0% | +89.4% | +44.1% |
| 1Y | +41.6% | -62.6% | +104.2% | +50.4% |
| All | +41.6% | -63.2% | +104.7% | +50.4% |
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