+61.5%
WDC vs AVAV
-67.9%
+129.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +10.5% | -11.9% | -2.6% |
| 7D | -28.0% | -10.6% | -17.4% | -27.1% |
| 30D | -34.9% | -18.8% | -16.1% | -33.7% |
| 3M | -41.6% | -34.1% | -7.5% | -39.6% |
| 6M | -45.4% | -35.3% | -10.0% | -43.8% |
| YTD | +53.3% | -53.4% | +106.7% | +62.8% |
| 1Y | +61.5% | -65.6% | +127.2% | +83.6% |
| All | +61.5% | -67.9% | +129.4% | +83.6% |
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