+54.1%
SO vs AVAV
-3.9%
+58.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +4.0% | +1.2% |
| 7D | +1.4% | +4.2% | -2.9% | +1.4% |
| 30D | +4.7% | -2.6% | +7.3% | +4.7% |
| 3M | +1.7% | -38.0% | +39.7% | +1.6% |
| 6M | +2.2% | -27.0% | +29.2% | +2.2% |
| YTD | +10.0% | -51.4% | +61.4% | +10.1% |
| 1Y | +6.0% | -60.2% | +66.3% | +6.2% |
| 3Y | +54.1% | -6.7% | +60.8% | +54.9% |
| All | +54.1% | -3.9% | +58.0% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling