-37.2%
AVAV vs HIG
+5.4%
-42.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.8% | +2.2% |
| 7D | +3.2% | -1.1% | +4.3% | +2.9% |
| 30D | -20.3% | -4.9% | -15.4% | -21.3% |
| 3M | -19.4% | +6.8% | -26.2% | -17.9% |
| 6M | -35.3% | -1.7% | -33.6% | -35.2% |
| YTD | -38.5% | -0.2% | -38.3% | -38.1% |
| 1Y | -37.2% | +5.7% | -42.9% | -34.1% |
| All | -37.2% | +5.4% | -42.6% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling