+52.5%
SO vs AVAV
+1.7%
+50.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.1% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | +8.7% | -9.9% | +18.6% | +8.7% |
| 3M | +3.4% | -34.7% | +38.1% | +3.3% |
| 6M | +3.7% | -26.6% | +30.3% | +3.7% |
| YTD | +10.0% | -48.9% | +59.0% | +10.2% |
| 1Y | +6.6% | -63.0% | +69.6% | +6.6% |
| 3Y | +52.5% | +1.6% | +50.9% | +54.2% |
| All | +52.5% | +1.7% | +50.8% | +54.2% |
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