+3.5%
W vs AVAV
-62.2%
+65.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | -7.4% | +9.9% | -17.3% | -9.3% |
| 30D | +7.8% | -5.4% | +13.2% | +8.6% |
| 3M | +10.9% | -36.5% | +47.4% | +21.7% |
| 6M | +86.4% | -25.3% | +111.7% | +95.5% |
| YTD | +14.0% | -48.6% | +62.5% | +29.9% |
| 1Y | +3.5% | -62.1% | +65.6% | +18.3% |
| All | +3.5% | -62.2% | +65.7% | +18.3% |
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