+42.1%
U vs AVAV
-62.9%
+105.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.7% | +8.0% | +5.7% |
| 7D | +2.6% | +4.2% | -1.7% | +1.6% |
| 30D | +27.6% | -2.6% | +30.1% | +27.2% |
| 3M | +15.3% | -38.0% | +53.3% | +26.0% |
| 6M | +96.4% | -27.0% | +123.4% | +104.5% |
| YTD | +19.6% | -51.4% | +71.0% | +29.9% |
| 1Y | +42.1% | -60.2% | +102.3% | +60.9% |
| All | +42.1% | -62.9% | +105.0% | +60.9% |
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