+84.7%
WDC vs AVAV
-62.2%
+146.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.6% | +8.2% |
| 7D | -3.2% | +9.9% | -13.1% | -4.2% |
| 30D | -19.0% | -5.4% | -13.6% | -18.8% |
| 3M | -28.4% | -36.5% | +8.1% | -26.0% |
| 6M | -39.2% | -25.3% | -14.0% | -38.8% |
| YTD | +82.1% | -48.6% | +130.6% | +91.3% |
| 1Y | +84.7% | -62.1% | +146.7% | +92.6% |
| All | +84.7% | -62.2% | +146.9% | +92.6% |
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