-85.6%
SMR vs AVAV
-68.0%
-17.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.3% | +3.9% | +0.3% |
| 7D | -9.5% | -10.1% | +0.6% | -3.9% |
| 30D | -33.2% | -18.7% | -14.5% | -24.7% |
| 3M | -45.9% | -33.0% | -12.9% | -32.5% |
| 6M | -57.9% | -37.2% | -20.7% | -47.3% |
| YTD | -63.8% | -53.2% | -10.6% | -52.6% |
| 1Y | -85.6% | -69.0% | -16.6% | -68.8% |
| All | -85.6% | -68.0% | -17.6% | -68.8% |
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