+56.7%
AVAV vs BBIO
+40.9%
+15.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.7% | +9.2% | +4.9% |
| 7D | -0.1% | -3.9% | +3.8% | +0.2% |
| 30D | -25.0% | -13.4% | -11.6% | -24.0% |
| 3M | -15.0% | +7.6% | -22.5% | -15.7% |
| 6M | -33.6% | -2.4% | -31.2% | -33.7% |
| YTD | -39.2% | -5.2% | -34.0% | -39.2% |
| 1Y | -40.5% | +36.9% | -77.4% | -42.4% |
| 3Y | +29.6% | +155.2% | -125.6% | +16.5% |
| 5Y | +56.7% | +44.0% | +12.7% | +16.0% |
| All | +56.7% | +40.9% | +15.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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