+133.9%
HL vs AVAV
-39.1%
+173.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | +1.5% | -2.2% | +3.7% | +2.0% |
| 30D | +25.1% | -13.9% | +39.0% | +28.7% |
| 3M | +22.9% | -29.2% | +52.1% | +31.0% |
| 6M | -4.9% | -36.1% | +31.2% | +2.3% |
| YTD | +7.8% | -40.2% | +48.0% | +14.7% |
| 1Y | +133.9% | -36.2% | +170.1% | +147.2% |
| All | +133.9% | -39.1% | +173.0% | +147.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling