+379.1%
AVAV vs HBM
+328.6%
+50.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +9.0% | +3.6% | +10.8% |
| 7D | +3.2% | +5.0% | -1.9% | +2.3% |
| 30D | -7.4% | -12.7% | +5.3% | -4.8% |
| 3M | -32.0% | -17.4% | -14.6% | -29.7% |
| 6M | -24.6% | -8.9% | -15.7% | -23.9% |
| YTD | -47.5% | +14.9% | -62.4% | -49.9% |
| 1Y | -61.5% | +41.4% | -102.9% | -64.7% |
| 3Y | +5.5% | +462.1% | -456.7% | -27.9% |
| 5Y | +35.7% | +224.0% | -188.3% | -2.4% |
| 10Y | +379.1% | +320.9% | +58.2% | +185.3% |
| All | +379.1% | +328.6% | +50.5% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling