+181.7%
AVAV vs HBM
+443.9%
-262.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.2% |
| 7D | -10.6% | -3.6% | -6.9% | -9.9% |
| 30D | -18.8% | -19.2% | +0.4% | -15.6% |
| 3M | -34.1% | -20.5% | -13.6% | -31.6% |
| 6M | -35.3% | -12.8% | -22.5% | -34.3% |
| YTD | -53.4% | +5.4% | -58.8% | -54.6% |
| 1Y | -65.6% | +33.0% | -98.6% | -68.0% |
| 3Y | -5.1% | +357.3% | -362.4% | -30.8% |
| 5Y | +18.5% | +210.4% | -191.9% | -12.1% |
| 10Y | +369.8% | +387.1% | -17.3% | +182.6% |
| All | +181.7% | +443.9% | -262.2% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling