+371.2%
AVAV vs HIG
+124.9%
+246.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.3% | +12.7% | +10.8% |
| 7D | -10.6% | +1.1% | -11.6% | -10.8% |
| 30D | -18.8% | +5.6% | -24.4% | -19.5% |
| 3M | -34.1% | -6.9% | -27.2% | -33.6% |
| 6M | -35.3% | +1.3% | -36.6% | -35.7% |
| YTD | -53.4% | -1.5% | -51.9% | -53.5% |
| 1Y | -65.6% | +6.6% | -72.3% | -66.1% |
| 3Y | -5.1% | +91.2% | -96.3% | -14.0% |
| 5Y | +18.5% | +106.1% | -87.5% | +6.2% |
| 10Y | +369.8% | +283.7% | +86.1% | +284.4% |
| All | +371.2% | +124.9% | +246.3% | +377.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling