+0.7%
XRT vs AVAV
-39.1%
+39.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.1% |
| 7D | +0.8% | -2.2% | +3.0% | +1.0% |
| 30D | -4.2% | -13.9% | +9.7% | -3.3% |
| 3M | +4.9% | -29.2% | +34.1% | +7.2% |
| 6M | +1.9% | -36.1% | +38.1% | +4.3% |
| YTD | +2.7% | -40.2% | +42.9% | +5.1% |
| 1Y | +0.7% | -36.2% | +36.9% | +4.5% |
| All | +0.7% | -39.1% | +39.8% | +4.5% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling