+548.1%
BHP vs AVAV
+478.6%
+69.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -2.9% | -2.2% | -0.7% | -2.5% |
| 30D | +3.4% | -13.9% | +17.3% | +6.2% |
| 3M | +4.1% | -29.2% | +33.3% | +10.1% |
| 6M | +20.6% | -36.1% | +56.7% | +28.7% |
| YTD | +56.1% | -40.2% | +96.3% | +64.9% |
| 1Y | +69.6% | -36.2% | +105.8% | +74.1% |
| 3Y | +78.8% | +47.5% | +31.3% | +39.0% |
| 5Y | +113.1% | +39.3% | +73.8% | +57.5% |
| 10Y | +505.9% | +482.6% | +23.3% | +162.1% |
| All | +548.1% | +478.6% | +69.5% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling