+340.3%
TGT vs AVAV
+394.0%
-53.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -1.4% |
| 7D | +5.5% | 0.0% | +5.5% | +5.2% |
| 30D | +6.0% | -9.9% | +16.0% | +7.1% |
| 3M | +8.0% | -34.7% | +42.7% | +13.5% |
| 6M | +32.3% | -26.6% | +58.9% | +34.8% |
| YTD | +71.3% | -48.9% | +120.2% | +80.5% |
| 1Y | +86.8% | -63.0% | +149.8% | +105.4% |
| 3Y | +67.9% | +1.6% | +66.3% | +51.9% |
| 5Y | -25.1% | +34.5% | -59.5% | -37.3% |
| 10Y | +211.8% | +359.3% | -147.5% | +99.8% |
| All | +340.3% | +394.0% | -53.7% | +136.0% |
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