+493.8%
AVAV vs HIG
+314.4%
+179.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.0% | -5.6% |
| 7D | -3.2% | -0.5% | -2.7% | -3.0% |
| 30D | -25.6% | -2.8% | -22.7% | -24.9% |
| 3M | -20.2% | +6.3% | -26.6% | -22.5% |
| 6M | -38.1% | -0.1% | -38.0% | -38.5% |
| YTD | -41.8% | +0.4% | -42.2% | -42.6% |
| 1Y | -39.0% | +6.2% | -45.3% | -41.4% |
| 3Y | +24.1% | +101.6% | -77.5% | -9.8% |
| 5Y | +53.0% | +119.8% | -66.8% | +6.1% |
| 10Y | +493.8% | +311.7% | +182.1% | +174.7% |
| All | +493.8% | +314.4% | +179.5% | +174.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 10y: compounded portfolio wealth divided by compounded HIG 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…
10y analysis · Full analysis span regression · 6 months rolling