+40.4%
AVAV vs HIG
+124.5%
-84.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.4% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | -13.9% | -3.2% | -10.7% | -13.2% |
| 3M | -29.2% | +9.1% | -38.4% | -31.7% |
| 6M | -36.1% | -1.8% | -34.3% | -36.0% |
| YTD | -40.2% | +1.8% | -42.0% | -41.1% |
| 1Y | -36.2% | +4.6% | -40.8% | -38.0% |
| 3Y | +47.5% | +101.6% | -54.1% | +4.0% |
| All | +40.4% | +124.5% | -84.0% | -7.8% |
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