-36.2%
AVAV vs HBM
+123.0%
-159.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -2.2% | -6.4% | +4.1% | -0.3% |
| 30D | -13.9% | +5.9% | -19.8% | -15.5% |
| 3M | -29.2% | -8.9% | -20.3% | -27.8% |
| 6M | -36.1% | +10.7% | -46.8% | -39.3% |
| YTD | -40.2% | +38.3% | -78.5% | -46.2% |
| 1Y | -36.2% | +121.3% | -157.5% | -44.7% |
| All | -36.2% | +123.0% | -159.2% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling