+19.6%
AVAV vs BB
-20.8%
+40.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.4% | +6.0% | +9.4% |
| 7D | -10.6% | +3.8% | -14.4% | -11.5% |
| 30D | -18.8% | -0.3% | -18.5% | -19.1% |
| 3M | -34.1% | -0.5% | -33.6% | -34.5% |
| 6M | -35.3% | +45.9% | -81.2% | -43.5% |
| YTD | -53.4% | +130.6% | -184.0% | -64.2% |
| 1Y | -65.6% | +89.2% | -154.8% | -72.3% |
| 3Y | -5.1% | +137.5% | -142.6% | -32.1% |
| All | +19.6% | -20.8% | +40.4% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling