-0.3%
SPOT vs AVAV
-68.0%
+67.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -8.3% | +12.9% | +5.1% |
| 7D | +16.6% | -10.1% | +26.7% | +17.2% |
| 30D | +29.9% | -18.7% | +48.7% | +31.4% |
| 3M | +31.3% | -33.0% | +64.3% | +34.4% |
| 6M | +43.2% | -37.2% | +80.4% | +46.7% |
| YTD | +8.1% | -53.2% | +61.3% | +9.2% |
| 1Y | -0.3% | -69.0% | +68.7% | +2.5% |
| All | -0.3% | -68.0% | +67.7% | +2.5% |
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