+59.6%
BDX vs AVAV
+478.0%
-418.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +0.7% |
| 7D | -4.1% | -3.2% | -1.0% | -3.9% |
| 30D | +0.1% | -25.6% | +25.7% | +1.8% |
| 3M | +18.3% | -20.2% | +38.5% | +19.4% |
| 6M | +10.1% | -38.1% | +48.2% | +12.5% |
| YTD | +19.4% | -41.8% | +61.2% | +21.8% |
| 1Y | +22.3% | -39.0% | +61.4% | +23.8% |
| 3Y | -9.4% | +24.1% | -33.4% | -15.3% |
| 5Y | -2.0% | +53.0% | -55.0% | -11.6% |
| 10Y | +59.6% | +493.8% | -434.3% | +28.6% |
| All | +59.6% | +478.0% | -418.4% | +28.6% |
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