+371.2%
AVAV vs HRB
+336.5%
+34.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -4.2% | +14.7% | +11.6% |
| 7D | -10.6% | +2.7% | -13.3% | -11.5% |
| 30D | -18.8% | +22.1% | -40.9% | -23.5% |
| 3M | -34.1% | +15.7% | -49.8% | -37.4% |
| 6M | -35.3% | +83.3% | -118.7% | -47.2% |
| YTD | -53.4% | +25.0% | -78.4% | -57.5% |
| 1Y | -65.6% | +6.9% | -72.6% | -67.3% |
| 3Y | -5.1% | +39.0% | -44.1% | -18.7% |
| 5Y | +18.5% | +146.4% | -127.9% | -16.1% |
| 10Y | +369.8% | +254.4% | +115.4% | +170.2% |
| All | +371.2% | +336.5% | +34.7% | +98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling