-4.1%
XLY vs AVAV
-39.3%
+35.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.7% | +1.4% | -3.1% | -1.8% |
| 30D | -4.2% | -24.3% | +20.1% | -2.5% |
| 3M | -2.7% | -20.1% | +17.5% | -1.6% |
| 6M | -0.6% | -29.4% | +28.7% | +0.9% |
| YTD | -5.0% | -39.3% | +34.3% | -2.9% |
| 1Y | -4.1% | -39.3% | +35.2% | +0.1% |
| All | -4.1% | -39.3% | +35.2% | +0.1% |
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