+345.1%
AVAV vs BBWI
-45.0%
+390.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | +9.9% | -7.7% | +17.6% | +11.6% |
| 30D | -5.4% | +24.8% | -30.2% | -9.4% |
| 3M | -36.5% | +16.2% | -52.8% | -38.7% |
| 6M | -25.3% | +15.8% | -41.1% | -28.2% |
| YTD | -48.6% | +11.4% | -60.0% | -50.4% |
| 1Y | -62.1% | +3.2% | -65.3% | -63.3% |
| 3Y | +2.3% | -23.5% | +25.8% | +0.5% |
| 5Y | +35.4% | -67.4% | +102.8% | +49.7% |
| 10Y | +345.1% | -46.0% | +391.1% | +316.2% |
| All | +345.1% | -45.0% | +390.0% | +316.2% |
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