-81.4%
SMR vs AVAV
-63.2%
-18.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.9% | -5.0% | -6.1% |
| 7D | +10.3% | +18.4% | -8.1% | 0.0% |
| 30D | -25.7% | -4.9% | -20.8% | -23.2% |
| 3M | -49.7% | -37.7% | -12.1% | -34.6% |
| 6M | -59.8% | -28.4% | -31.4% | -53.5% |
| YTD | -66.0% | -50.0% | -15.9% | -57.3% |
| 1Y | -81.4% | -62.6% | -18.8% | -67.3% |
| All | -81.4% | -63.2% | -18.3% | -67.3% |
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