-67.1%
SMR vs AVAV
-35.3%
-31.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.9% | +12.4% | +13.8% |
| 7D | +21.4% | +3.2% | +18.2% | +19.6% |
| 30D | +13.8% | -20.3% | +34.2% | +27.7% |
| 3M | +3.9% | -19.4% | +23.3% | +13.8% |
| 6M | -4.2% | -35.3% | +31.1% | +17.0% |
| YTD | -21.1% | -38.5% | +17.4% | -5.5% |
| 1Y | -67.1% | -37.2% | -29.9% | -38.8% |
| All | -67.1% | -35.3% | -31.8% | -38.8% |
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