-8.7%
T vs AVAV
-62.5%
+53.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.4% | +0.5% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | -1.1% | -9.9% | +8.8% | -1.3% |
| 3M | -7.7% | -34.7% | +27.0% | -9.0% |
| 6M | -10.6% | -26.6% | +16.0% | -10.8% |
| YTD | -7.5% | -48.9% | +41.5% | -9.1% |
| All | -8.7% | -62.5% | +53.8% | -10.6% |
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