-37.2%
AVAV vs XHB
-15.1%
-22.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +4.1% |
| 7D | +3.2% | +0.2% | +3.0% | +3.0% |
| 30D | -20.3% | -9.1% | -11.3% | -16.2% |
| 3M | -19.4% | -2.3% | -17.1% | -18.2% |
| 6M | -35.3% | -4.1% | -31.1% | -34.1% |
| YTD | -38.5% | -1.7% | -36.8% | -37.6% |
| 1Y | -37.2% | -15.1% | -22.1% | -30.9% |
| All | -37.2% | -15.1% | -22.1% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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