+104.4%
BDX vs AVAV
+315.4%
-211.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.2% |
| 7D | +2.9% | +4.2% | -1.3% | +2.6% |
| 30D | +15.4% | -2.6% | +18.0% | +15.4% |
| 3M | +20.5% | -38.0% | +58.5% | +23.6% |
| 6M | +53.2% | -27.0% | +80.2% | +54.7% |
| YTD | +45.7% | -51.4% | +97.1% | +49.8% |
| 1Y | +47.3% | -60.2% | +107.5% | +53.1% |
| 3Y | +25.1% | -6.7% | +31.7% | +18.8% |
| 5Y | +27.4% | +28.3% | -0.9% | +15.7% |
| All | +104.4% | +315.4% | -211.0% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling