+79.4%
W vs AVAV
-43.9%
+123.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -9.8% | +1.6% | -5.9% |
| 7D | -5.6% | -24.3% | +18.7% | +0.6% |
| 30D | +7.5% | -28.9% | +36.4% | +16.2% |
| 3M | +5.4% | -39.3% | +44.7% | +17.7% |
| 6M | +79.4% | -38.8% | +118.2% | +105.3% |
| All | +79.4% | -43.9% | +123.3% | +105.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling