+11.1%
SMR vs AVAV
+108.7%
-97.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.9% | +12.4% | +14.1% |
| 7D | +21.4% | +3.2% | +18.2% | +20.1% |
| 30D | +13.8% | -20.3% | +34.2% | +24.3% |
| 3M | +3.9% | -19.4% | +23.3% | +11.1% |
| 6M | -4.2% | -35.3% | +31.1% | +10.3% |
| YTD | -21.1% | -38.5% | +17.4% | -7.5% |
| 1Y | -67.1% | -37.2% | -29.9% | -61.3% |
| 3Y | +88.9% | +31.1% | +57.7% | +75.9% |
| All | +11.1% | +108.7% | -97.6% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling