+69.7%
XYZ vs AVAV
-14.7%
+84.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.8% | +5.8% | -2.7% |
| 7D | +9.2% | -24.3% | +33.5% | +13.5% |
| 30D | +9.8% | -28.9% | +38.7% | +15.1% |
| 3M | -0.2% | -39.3% | +39.1% | +6.9% |
| 6M | +18.0% | -38.8% | +56.7% | +24.9% |
| YTD | +29.1% | -57.8% | +86.9% | +42.4% |
| 1Y | +14.1% | -70.9% | +85.0% | +33.8% |
| All | +69.7% | -14.7% | +84.4% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling