+3,562.8%
STX vs AVAV
+308.3%
+3,254.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -9.8% | -6.4% | -14.5% |
| 7D | -33.4% | -24.3% | -9.1% | -29.8% |
| 30D | -42.1% | -28.9% | -13.2% | -38.4% |
| 3M | -44.3% | -39.3% | -5.0% | -39.4% |
| 6M | -39.4% | -38.8% | -0.6% | -35.6% |
| YTD | +70.0% | -57.8% | +127.8% | +88.9% |
| 1Y | +70.2% | -70.9% | +141.1% | +102.1% |
| 3Y | +585.2% | -14.8% | +600.0% | +529.1% |
| 5Y | +455.7% | +7.3% | +448.4% | +367.2% |
| 10Y | +2,007.9% | +325.3% | +1,682.5% | +1,108.6% |
| All | +3,562.8% | +308.3% | +3,254.5% | +1,855.0% |
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