+24.4%
XLB vs AVAV
-62.5%
+86.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +12.6% | -10.7% | +1.3% |
| 7D | -1.4% | +3.2% | -4.5% | -1.6% |
| 30D | +7.1% | -7.4% | +14.5% | +7.3% |
| 3M | +0.6% | -32.0% | +32.6% | +2.2% |
| 6M | +3.5% | -24.6% | +28.0% | +4.3% |
| YTD | +18.2% | -47.5% | +65.7% | +20.8% |
| All | +24.4% | -62.5% | +86.9% | +27.3% |
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 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