+51.7%
BHP vs AVAV
-5.8%
+57.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.5% | -8.8% | +0.9% |
| 7D | +0.9% | -10.6% | +11.5% | +1.6% |
| 30D | -6.3% | -18.8% | +12.5% | -5.0% |
| 3M | -7.1% | -34.1% | +27.0% | -4.6% |
| 6M | -3.2% | -35.3% | +32.1% | -0.9% |
| YTD | +37.9% | -53.4% | +91.3% | +42.8% |
| 1Y | +49.7% | -65.6% | +115.3% | +58.0% |
| 3Y | +51.7% | -5.1% | +56.8% | +41.6% |
| All | +51.7% | -5.8% | +57.5% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling