-8.4%
U vs AVAV
-37.1%
+28.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.7% |
| 7D | -3.8% | -2.2% | -1.6% | -3.4% |
| 30D | +17.5% | -13.9% | +31.4% | +20.7% |
| 3M | +38.7% | -29.2% | +68.0% | +46.7% |
| 6M | +104.4% | -36.1% | +140.5% | +118.1% |
| YTD | -5.7% | -40.2% | +34.5% | +0.3% |
| All | -8.4% | -37.1% | +28.7% | +13.2% |
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