+348.4%
TGT vs AVAV
+407.8%
-59.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +12.6% | -7.9% | +3.1% |
| 7D | +4.7% | +3.2% | +1.6% | +4.0% |
| 30D | +8.0% | -7.4% | +15.4% | +8.6% |
| 3M | +11.7% | -32.0% | +43.7% | +16.7% |
| 6M | +34.7% | -24.6% | +59.3% | +36.8% |
| YTD | +74.4% | -47.5% | +121.9% | +83.1% |
| 1Y | +89.2% | -61.5% | +150.7% | +106.9% |
| 3Y | +73.4% | +5.5% | +67.9% | +56.1% |
| 5Y | -24.0% | +35.7% | -59.8% | -36.5% |
| 10Y | +225.5% | +379.1% | -153.6% | +107.4% |
| All | +348.4% | +407.8% | -59.5% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling