-65.6%
AVAV vs HBM
+32.9%
-98.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.0% |
| 7D | -10.6% | -3.6% | -6.9% | -9.5% |
| 30D | -18.8% | -19.2% | +0.4% | -13.7% |
| 3M | -34.1% | -20.5% | -13.6% | -30.2% |
| 6M | -35.3% | -12.8% | -22.5% | -33.7% |
| YTD | -53.4% | +5.4% | -58.8% | -55.6% |
| 1Y | -65.6% | +33.0% | -98.6% | -70.3% |
| All | -65.6% | +32.9% | -98.5% | -70.3% |
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 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