+43.2%
TER vs AVAV
-68.0%
+111.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -8.3% | +1.5% | -5.5% |
| 7D | -19.9% | -10.1% | -9.8% | -18.5% |
| 30D | -43.5% | -18.7% | -24.8% | -41.7% |
| 3M | -37.8% | -33.0% | -4.8% | -34.1% |
| 6M | -25.6% | -37.2% | +11.6% | -21.3% |
| YTD | +29.8% | -53.2% | +83.0% | +36.4% |
| 1Y | +43.2% | -69.0% | +112.2% | +81.8% |
| All | +43.2% | -68.0% | +111.2% | +81.8% |
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