-8.0%
T vs AVAV
-62.5%
+54.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.6% | -11.8% | +1.3% |
| 7D | +1.7% | +3.2% | -1.5% | +1.9% |
| 30D | -1.7% | -7.4% | +5.7% | -1.8% |
| 3M | -7.3% | -32.0% | +24.7% | -8.4% |
| 6M | -11.2% | -24.6% | +13.4% | -11.2% |
| YTD | -8.1% | -47.5% | +39.5% | -9.5% |
| All | -8.0% | -62.5% | +54.5% | -10.3% |
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