+504.5%
AVAV vs BLDR
+347.0%
+157.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.1% |
| 7D | -2.2% | -2.8% | +0.6% | -1.8% |
| 30D | -13.9% | -13.3% | -0.7% | -12.0% |
| 3M | -29.2% | -12.3% | -17.0% | -27.9% |
| 6M | -36.1% | -31.5% | -4.7% | -32.5% |
| YTD | -40.2% | -36.1% | -4.1% | -36.0% |
| 1Y | -36.2% | -54.1% | +17.9% | -28.4% |
| 3Y | +47.5% | -55.8% | +103.3% | +62.2% |
| 5Y | +39.3% | +20.7% | +18.5% | +28.7% |
| 10Y | +482.6% | +390.2% | +92.3% | +323.5% |
| All | +504.5% | +347.0% | +157.5% | +233.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 all: compounded portfolio wealth divided by compounded BLDR 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…
all analysis · Full analysis span regression · 6 months rolling