+18.0%
XYZ vs AVAV
-43.9%
+61.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.8% | +5.8% | -3.1% |
| 7D | +9.2% | -24.3% | +33.5% | +12.4% |
| 30D | +9.8% | -28.9% | +38.7% | +14.0% |
| 3M | -0.2% | -39.3% | +39.1% | +5.6% |
| 6M | +18.0% | -38.8% | +56.7% | +25.4% |
| All | +18.0% | -43.9% | +61.9% | +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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling