+27.7%
AVAV vs HRB
+140.6%
-113.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.5% |
| 7D | +4.2% | -5.1% | +9.3% | +5.0% |
| 30D | -2.6% | +8.7% | -11.2% | -4.4% |
| 3M | -38.0% | -5.4% | -32.6% | -37.7% |
| 6M | -27.0% | +41.6% | -68.6% | -32.8% |
| YTD | -51.4% | +18.7% | -70.1% | -53.6% |
| 1Y | -60.2% | +16.4% | -76.7% | -61.9% |
| 3Y | -6.7% | +22.0% | -28.6% | -15.4% |
| All | +27.7% | +140.6% | -113.0% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling