-5.1%
AVAV vs BB
+132.4%
-137.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.4% | +6.0% | +9.5% |
| 7D | -10.6% | +3.8% | -14.4% | -11.3% |
| 30D | -18.8% | -0.3% | -18.5% | -19.0% |
| 3M | -34.1% | -0.5% | -33.6% | -34.4% |
| 6M | -35.3% | +45.9% | -81.2% | -42.6% |
| YTD | -53.4% | +130.6% | -184.0% | -63.0% |
| 1Y | -65.6% | +89.2% | -154.8% | -71.6% |
| 3Y | -5.1% | +137.5% | -142.6% | -27.6% |
| All | -5.1% | +132.4% | -137.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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