+38.2%
VIK vs AVAV
-35.3%
+73.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.2% | +2.5% |
| 7D | +3.6% | +3.2% | +0.4% | +3.4% |
| 30D | -16.7% | -20.3% | +3.6% | -15.7% |
| 3M | -1.1% | -19.4% | +18.4% | -0.2% |
| 6M | +27.8% | -35.3% | +63.1% | +29.9% |
| YTD | +23.3% | -38.5% | +61.8% | +25.5% |
| 1Y | +38.2% | -37.2% | +75.4% | +52.4% |
| All | +38.2% | -35.3% | +73.5% | +52.4% |
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