+308.9%
AVAV vs BBWI
-47.4%
+356.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.2% | -3.0% |
| 7D | +4.2% | +0.1% | +4.1% | +4.2% |
| 30D | -2.6% | +12.9% | -15.4% | -4.8% |
| 3M | -38.0% | +16.0% | -54.0% | -40.1% |
| 6M | -27.0% | +16.6% | -43.6% | -29.9% |
| YTD | -51.4% | +9.7% | -61.2% | -53.0% |
| 1Y | -60.2% | +1.5% | -61.7% | -61.4% |
| 3Y | -6.7% | -21.4% | +14.7% | -8.7% |
| 5Y | +28.3% | -67.6% | +95.9% | +42.0% |
| All | +308.9% | -47.4% | +356.3% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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