-4.0%
AVAV vs HBM
+430.7%
-434.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.5% |
| 7D | +18.4% | +5.1% | +13.3% | +17.1% |
| 30D | -4.9% | -15.8% | +10.9% | -0.7% |
| 3M | -37.7% | -22.4% | -15.2% | -33.9% |
| 6M | -28.4% | -20.2% | -8.2% | -25.2% |
| YTD | -50.0% | +9.0% | -59.1% | -52.0% |
| 1Y | -62.6% | +27.4% | -90.0% | -65.4% |
| All | -4.0% | +430.7% | -434.7% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling