+25.0%
V vs AVAV
-63.2%
+88.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.6% |
| 7D | -0.4% | +18.4% | -18.7% | -0.6% |
| 30D | +6.3% | -4.9% | +11.3% | +6.3% |
| 3M | +17.2% | -37.7% | +54.8% | +18.0% |
| 6M | +29.2% | -28.4% | +57.7% | +29.6% |
| YTD | +20.8% | -50.0% | +70.8% | +20.2% |
| 1Y | +25.0% | -62.6% | +87.6% | +27.2% |
| All | +25.0% | -63.2% | +88.2% | +27.2% |
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