+16.8%
XLI vs AVAV
-35.3%
+52.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.3% | -0.7% |
| 7D | +1.0% | +3.2% | -2.2% | +0.7% |
| 30D | -5.8% | -20.3% | +14.5% | -4.4% |
| 3M | +0.7% | -19.4% | +20.1% | +1.7% |
| 6M | +3.2% | -35.3% | +38.4% | +5.1% |
| YTD | +13.0% | -38.5% | +51.5% | +14.7% |
| 1Y | +16.8% | -37.2% | +54.0% | +21.8% |
| All | +16.8% | -35.3% | +52.1% | +21.8% |
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