+12.3%
XLI vs AVAV
-68.0%
+80.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.3% | +7.3% | -0.5% |
| 7D | +0.6% | -10.1% | +10.7% | +1.3% |
| 30D | -0.4% | -18.7% | +18.3% | +1.0% |
| 3M | -8.8% | -33.0% | +24.2% | -6.5% |
| 6M | -0.4% | -37.2% | +36.8% | +1.9% |
| YTD | +10.1% | -53.2% | +63.3% | +13.6% |
| 1Y | +12.3% | -69.0% | +81.3% | +23.2% |
| All | +12.3% | -68.0% | +80.3% | +23.2% |
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