+10.7%
SRE vs AVAV
-35.3%
+46.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +1.7% |
| 7D | +1.4% | +3.2% | -1.8% | +1.4% |
| 30D | +1.9% | -20.3% | +22.2% | +2.3% |
| 3M | -3.3% | -19.4% | +16.2% | -2.8% |
| 6M | -6.4% | -35.3% | +28.8% | -5.3% |
| YTD | -1.8% | -38.5% | +36.7% | +1.1% |
| 1Y | +10.7% | -37.2% | +47.9% | +21.1% |
| All | +10.7% | -35.3% | +46.0% | +21.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling