+33.9%
TER vs AVAV
-62.5%
+96.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +12.6% | +0.1% | +10.1% |
| 7D | -5.8% | +3.2% | -8.9% | -6.5% |
| 30D | -38.9% | -7.4% | -31.5% | -38.3% |
| 3M | -35.1% | -32.0% | -3.1% | -31.4% |
| 6M | -31.6% | -24.6% | -7.0% | -30.1% |
| YTD | +27.2% | -47.5% | +74.8% | +29.8% |
| All | +33.9% | -62.5% | +96.4% | +58.9% |
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