-13.7%
HAL vs AVAV
-5.8%
-7.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.5% | -10.7% | -1.2% |
| 7D | -12.0% | -10.6% | -1.4% | -11.1% |
| 30D | +0.3% | -18.8% | +19.1% | +2.0% |
| 3M | -1.6% | -34.1% | +32.5% | +1.7% |
| 6M | -20.5% | -35.3% | +14.8% | -18.4% |
| YTD | +14.2% | -53.4% | +67.6% | +20.1% |
| 1Y | +18.9% | -65.6% | +84.5% | +29.4% |
| 3Y | -13.7% | -5.1% | -8.7% | -21.3% |
| All | -13.7% | -5.8% | -7.9% | -21.3% |
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 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