-9.7%
HAL vs AVAV
+2.7%
-12.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.6% | -12.5% | -1.0% |
| 7D | -7.9% | +3.2% | -11.0% | -8.3% |
| 30D | -2.1% | -7.4% | +5.3% | -1.6% |
| 3M | +0.4% | -32.0% | +32.4% | +3.5% |
| 6M | -19.2% | -24.6% | +5.3% | -18.4% |
| YTD | +14.4% | -47.5% | +61.9% | +18.9% |
| 1Y | +18.0% | -61.5% | +79.5% | +27.1% |
| 3Y | -9.7% | +5.5% | -15.2% | -20.1% |
| All | -9.7% | +2.7% | -12.4% | -20.1% |
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