+109.4%
BP vs AVAV
+35.3%
+74.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.5% |
| 7D | -0.8% | +9.9% | -10.6% | -1.3% |
| 30D | -3.1% | -5.4% | +2.3% | -3.0% |
| 3M | +6.2% | -36.5% | +42.7% | +8.4% |
| 6M | +4.8% | -25.3% | +30.1% | +5.4% |
| YTD | +35.2% | -48.6% | +83.7% | +38.2% |
| 1Y | +27.4% | -62.1% | +89.5% | +33.1% |
| 3Y | +49.8% | +2.3% | +47.4% | +40.2% |
| 5Y | +109.4% | +35.4% | +74.0% | +96.3% |
| All | +109.4% | +35.3% | +74.1% | +96.3% |
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