-5.4%
SYK vs AVAV
+24.3%
-29.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | -0.2% |
| 7D | -11.8% | -3.2% | -8.6% | -11.7% |
| 30D | -20.4% | -25.6% | +5.2% | -19.6% |
| 3M | -12.1% | -20.2% | +8.2% | -11.4% |
| 6M | -24.3% | -38.1% | +13.7% | -23.2% |
| YTD | -21.2% | -41.8% | +20.6% | -20.3% |
| 1Y | -29.2% | -39.0% | +9.9% | -29.2% |
| All | -5.4% | +24.3% | -29.7% | -18.2% |
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