+0.3%
XRT vs AVAV
+39.7%
-39.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.2% |
| 7D | +0.8% | -2.2% | +3.0% | +1.1% |
| 30D | -4.2% | -13.9% | +9.7% | -2.5% |
| 3M | +5.1% | -29.2% | +34.3% | +8.9% |
| 6M | +2.4% | -36.1% | +38.5% | +6.9% |
| YTD | +3.2% | -40.2% | +43.4% | +7.1% |
| 1Y | +1.5% | -36.2% | +37.7% | +3.2% |
| 3Y | +40.6% | +47.5% | -7.0% | +14.7% |
| All | +0.3% | +39.7% | -39.4% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling