+19.6%
AVAV vs HIG
+104.7%
-85.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.3% | +12.7% | +11.1% |
| 7D | -10.6% | +1.1% | -11.6% | -11.0% |
| 30D | -18.8% | +5.6% | -24.4% | -20.3% |
| 3M | -34.1% | -6.9% | -27.2% | -32.9% |
| 6M | -35.3% | +1.3% | -36.6% | -36.3% |
| YTD | -53.4% | -1.5% | -51.9% | -53.8% |
| 1Y | -65.6% | +6.6% | -72.3% | -67.1% |
| 3Y | -5.1% | +91.2% | -96.3% | -32.7% |
| All | +19.6% | +104.7% | -85.1% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling