-35.3%
AVAV vs HBM
-11.9%
-23.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +9.9% |
| 7D | -10.6% | -3.6% | -6.9% | -9.4% |
| 30D | -18.8% | -19.2% | +0.4% | -13.4% |
| 3M | -34.1% | -20.5% | -13.6% | -30.1% |
| 6M | -35.3% | -12.8% | -22.5% | -34.8% |
| All | -35.3% | -11.9% | -23.4% | -34.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling