-69.0%
AVAV vs HRB
+16.9%
-85.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.4% | -12.7% | -8.8% |
| 7D | -10.1% | +16.0% | -26.1% | -11.6% |
| 30D | -18.7% | +32.1% | -50.8% | -21.3% |
| 3M | -33.0% | +21.5% | -54.5% | -34.5% |
| 6M | -37.2% | +82.1% | -119.3% | -42.4% |
| YTD | -53.2% | +31.6% | -84.8% | -50.9% |
| 1Y | -69.0% | +15.9% | -84.9% | -68.3% |
| All | -69.0% | +16.9% | -85.9% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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