+23.2%
BDX vs AVAV
+18.1%
+5.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +10.5% | -11.2% | -1.1% |
| 7D | +7.1% | -10.6% | +17.7% | +7.4% |
| 30D | +17.6% | -18.8% | +36.4% | +18.4% |
| 3M | +20.4% | -34.1% | +54.5% | +22.1% |
| 6M | +48.3% | -35.3% | +83.6% | +50.1% |
| YTD | +41.6% | -53.4% | +95.0% | +44.5% |
| 1Y | +55.7% | -65.6% | +121.4% | +60.8% |
| 3Y | +10.6% | -5.1% | +15.7% | +5.5% |
| All | +23.2% | +18.1% | +5.1% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling