-80.4%
SMR vs AVAV
-62.2%
-18.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.2% |
| 7D | +1.9% | +9.9% | -7.9% | -3.2% |
| 30D | -21.9% | -5.4% | -16.5% | -19.2% |
| 3M | -47.1% | -36.5% | -10.6% | -32.0% |
| 6M | -60.6% | -25.3% | -35.4% | -55.8% |
| YTD | -63.1% | -48.6% | -14.5% | -54.5% |
| 1Y | -80.4% | -62.1% | -18.4% | -65.8% |
| All | -80.4% | -62.2% | -18.2% | -65.8% |
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