+52.6%
BHP vs AVAV
-3.9%
+56.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.5% | -1.1% |
| 7D | -0.5% | +4.2% | -4.7% | -0.8% |
| 30D | -4.5% | -2.6% | -2.0% | -4.5% |
| 3M | -6.9% | -38.0% | +31.1% | -3.9% |
| 6M | -10.6% | -27.0% | +16.4% | -9.2% |
| YTD | +37.2% | -51.4% | +88.6% | +41.6% |
| 1Y | +48.0% | -60.2% | +108.3% | +54.7% |
| 3Y | +52.6% | -6.7% | +59.2% | +45.9% |
| All | +52.6% | -3.9% | +56.4% | +45.9% |
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