-11.6%
HL vs AVAV
-62.9%
+51.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.9% | -1.3% |
| 7D | -11.1% | +4.2% | -15.3% | -11.8% |
| 30D | -12.1% | -2.6% | -9.5% | -12.1% |
| 3M | -26.1% | -38.0% | +11.9% | -19.2% |
| 6M | -37.7% | -27.0% | -10.7% | -34.1% |
| YTD | -31.7% | -51.4% | +19.7% | -25.5% |
| 1Y | -11.6% | -60.2% | +48.6% | -0.9% |
| All | -11.6% | -62.9% | +51.3% | -0.9% |
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