-4.8%
TLT vs AVAV
-67.9%
+63.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.5% | -10.5% | -0.2% |
| 7D | +0.1% | -10.6% | +10.7% | +0.3% |
| 30D | +6.2% | -18.8% | +25.0% | +6.6% |
| 3M | +0.1% | -34.1% | +34.2% | +0.9% |
| 6M | -3.0% | -35.3% | +32.4% | -2.1% |
| YTD | -2.7% | -53.4% | +50.7% | -1.0% |
| 1Y | -4.8% | -65.6% | +60.8% | -1.8% |
| All | -4.8% | -67.9% | +63.0% | -1.8% |
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