-37.2%
AVAV vs HRB
-5.9%
-31.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.5% | +9.3% | +3.4% |
| 7D | +3.2% | -9.1% | +12.3% | +4.0% |
| 30D | -20.3% | +0.3% | -20.6% | -20.3% |
| 3M | -19.4% | +23.4% | -42.8% | -21.3% |
| 6M | -35.3% | +45.1% | -80.4% | -37.5% |
| YTD | -38.5% | +8.9% | -47.4% | -37.7% |
| 1Y | -37.2% | -7.9% | -29.3% | -40.8% |
| All | -37.2% | -5.9% | -31.3% | -40.8% |
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