+30.3%
BN vs AVAV
+18.1%
+12.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.5% | -11.4% | -2.5% |
| 7D | +5.3% | -10.6% | +15.9% | +6.8% |
| 30D | +11.9% | -18.8% | +30.7% | +15.0% |
| 3M | -5.7% | -34.1% | +28.4% | -0.3% |
| 6M | -10.6% | -35.3% | +24.7% | -6.5% |
| YTD | -9.4% | -53.4% | +44.0% | -1.9% |
| 1Y | -8.8% | -65.6% | +56.9% | +3.7% |
| 3Y | +95.6% | -5.1% | +100.7% | +75.2% |
| All | +30.3% | +18.1% | +12.2% | +2.2% |
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