+47.4%
HAL vs AVAV
+32.4%
+15.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.7% | +0.3% |
| 7D | -6.5% | 0.0% | -6.5% | -6.7% |
| 30D | -2.1% | -9.9% | +7.8% | -1.2% |
| 3M | -4.9% | -34.7% | +29.9% | -0.6% |
| 6M | -19.3% | -26.6% | +7.3% | -18.0% |
| YTD | +14.3% | -48.9% | +63.2% | +20.1% |
| 1Y | +17.3% | -63.0% | +80.3% | +28.7% |
| 3Y | -10.9% | +1.6% | -12.5% | -20.5% |
| 5Y | +47.4% | +34.5% | +12.9% | +18.3% |
| All | +47.4% | +32.4% | +15.0% | +18.3% |
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