+5.1%
W vs AVAV
-62.9%
+68.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.0% |
| 7D | +0.2% | +4.2% | -4.1% | -0.8% |
| 30D | +6.8% | -2.6% | +9.4% | +7.0% |
| 3M | +10.7% | -38.0% | +48.6% | +21.8% |
| 6M | +86.3% | -27.0% | +113.3% | +96.5% |
| YTD | +11.5% | -51.4% | +62.9% | +29.8% |
| 1Y | +5.1% | -60.2% | +65.3% | +22.1% |
| All | +5.1% | -62.9% | +68.0% | +22.1% |
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