+460.3%
SPMO vs AVAV
+418.4%
+41.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.9% | +0.3% |
| 7D | -8.7% | -10.6% | +1.9% | -7.5% |
| 30D | -18.7% | -18.8% | +0.1% | -16.7% |
| 3M | -16.4% | -34.1% | +17.7% | -12.4% |
| 6M | -11.9% | -35.3% | +23.5% | -8.5% |
| YTD | +4.9% | -53.4% | +58.3% | +11.7% |
| 1Y | +6.2% | -65.6% | +71.8% | +17.5% |
| 3Y | +115.1% | -5.1% | +120.2% | +100.2% |
| 5Y | +102.2% | +18.5% | +83.7% | +76.5% |
| 10Y | +422.3% | +369.8% | +52.5% | +297.0% |
| All | +460.3% | +418.4% | +41.9% | +318.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling