+332.2%
BHP vs AVAV
+315.4%
+16.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.5% | -0.9% |
| 7D | -0.5% | +4.2% | -4.7% | -1.2% |
| 30D | -4.5% | -2.6% | -2.0% | -4.5% |
| 3M | -6.9% | -38.0% | +31.1% | -0.9% |
| 6M | -10.6% | -27.0% | +16.4% | -8.3% |
| YTD | +37.2% | -51.4% | +88.6% | +46.5% |
| 1Y | +48.0% | -60.2% | +108.3% | +62.7% |
| 3Y | +52.6% | -6.7% | +59.2% | +36.5% |
| 5Y | +116.5% | +28.3% | +88.2% | +73.2% |
| All | +332.2% | +315.4% | +16.7% | +156.5% |
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