+493.8%
AVAV vs HRB
+205.6%
+288.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.7% | -5.0% |
| 7D | -3.2% | -10.6% | +7.5% | -0.7% |
| 30D | -25.6% | -0.8% | -24.7% | -25.8% |
| 3M | -20.2% | +19.1% | -39.3% | -24.3% |
| 6M | -38.1% | +48.7% | -86.8% | -45.0% |
| YTD | -41.8% | +7.1% | -48.9% | -43.8% |
| 1Y | -39.0% | -8.3% | -30.7% | -39.1% |
| 3Y | +24.1% | +25.8% | -1.8% | +11.1% |
| 5Y | +53.0% | +111.1% | -58.0% | +17.6% |
| 10Y | +493.8% | +206.6% | +287.3% | +260.9% |
| All | +493.8% | +205.6% | +288.2% | +260.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling