+358.4%
AVAV vs BBWI
-43.7%
+402.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -3.3% | +13.7% | +11.1% |
| 7D | -10.6% | -6.2% | -4.4% | -9.6% |
| 30D | -18.8% | +19.9% | -38.7% | -21.7% |
| 3M | -34.1% | +7.1% | -41.3% | -35.5% |
| 6M | -35.3% | +13.7% | -49.0% | -37.7% |
| YTD | -53.4% | +9.6% | -63.0% | -54.9% |
| 1Y | -65.6% | -1.6% | -64.0% | -66.5% |
| 3Y | -5.1% | -25.9% | +20.8% | -6.2% |
| 5Y | +18.5% | -67.8% | +86.3% | +31.4% |
| All | +358.4% | -43.7% | +402.1% | +323.8% |
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