+28.1%
XYZ vs AVAV
-63.5%
+91.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.6% | -3.0% |
| 7D | +12.6% | 0.0% | +12.6% | +12.2% |
| 30D | +10.8% | -9.9% | +20.7% | +11.9% |
| 3M | +8.4% | -34.7% | +43.1% | +14.0% |
| 6M | +14.3% | -26.6% | +41.0% | +18.0% |
| YTD | +31.5% | -48.9% | +80.4% | +40.0% |
| 1Y | +28.1% | -63.0% | +91.1% | +48.7% |
| All | +28.1% | -63.5% | +91.6% | +48.7% |
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