+40.4%
AVAV vs HRB
+126.2%
-85.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | -1.0% |
| 7D | -2.2% | -5.7% | +3.4% | -1.1% |
| 30D | -13.9% | +7.9% | -21.8% | -15.4% |
| 3M | -29.2% | +32.1% | -61.4% | -33.5% |
| 6M | -36.1% | +62.2% | -98.4% | -43.2% |
| YTD | -40.2% | +16.4% | -56.6% | -42.4% |
| 1Y | -36.2% | -0.3% | -35.9% | -36.6% |
| 3Y | +47.5% | +36.0% | +11.5% | +29.1% |
| All | +40.4% | +126.2% | -85.8% | +11.6% |
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