+308.9%
AVAV vs BAH
+198.8%
+110.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.5% | -2.6% |
| 7D | +4.2% | +1.7% | +2.5% | +3.6% |
| 30D | -2.6% | +20.8% | -23.3% | -10.6% |
| 3M | -38.0% | +11.6% | -49.5% | -41.2% |
| 6M | -27.0% | +23.1% | -50.1% | -34.0% |
| YTD | -51.4% | +5.3% | -56.7% | -53.0% |
| 1Y | -60.2% | +6.1% | -66.4% | -61.8% |
| 3Y | -6.7% | -27.5% | +20.8% | 0.0% |
| 5Y | +28.3% | +6.2% | +22.1% | +13.1% |
| All | +308.9% | +198.8% | +110.1% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling