+4.5%
WMT vs AVAV
-36.7%
+41.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.0% |
| 7D | +0.1% | +3.2% | -3.1% | +0.1% |
| 30D | -5.0% | -20.3% | +15.4% | -5.0% |
| 3M | -11.3% | -19.4% | +8.2% | -11.1% |
| 6M | -13.8% | -35.3% | +21.5% | -13.7% |
| YTD | -4.2% | -38.5% | +34.3% | -3.1% |
| All | +4.5% | -36.7% | +41.3% | +11.1% |
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