-37.2%
AVAV vs HBM
+122.7%
-159.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.8% | -2.9% | +1.1% |
| 7D | +3.2% | +7.4% | -4.2% | +1.0% |
| 30D | -20.3% | +5.1% | -25.4% | -21.7% |
| 3M | -19.4% | +11.1% | -30.6% | -22.8% |
| 6M | -35.3% | +30.2% | -65.5% | -41.3% |
| YTD | -38.5% | +46.2% | -84.7% | -45.4% |
| 1Y | -37.2% | +120.0% | -157.2% | -45.8% |
| All | -37.2% | +122.7% | -159.9% | -45.8% |
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