+7.0%
WMT vs AVAV
-39.1%
+46.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.2% |
| 7D | +3.9% | -2.2% | +6.2% | +3.9% |
| 30D | -4.4% | -13.9% | +9.5% | -4.3% |
| 3M | -8.8% | -29.2% | +20.4% | -8.6% |
| 6M | -15.6% | -36.1% | +20.5% | -15.5% |
| YTD | -3.2% | -40.2% | +37.0% | -2.2% |
| 1Y | +7.0% | -36.2% | +43.3% | +11.7% |
| All | +7.0% | -39.1% | +46.1% | +11.7% |
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