+365.4%
HPE vs AVAV
+423.1%
-57.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.6% | -6.4% | +3.9% |
| 7D | -7.1% | +3.2% | -10.3% | -7.7% |
| 30D | -35.3% | -7.4% | -27.9% | -34.4% |
| 3M | -10.4% | -32.0% | +21.6% | -4.6% |
| 6M | +52.5% | -24.6% | +77.0% | +56.5% |
| YTD | +100.3% | -47.5% | +147.8% | +113.5% |
| 1Y | +106.4% | -61.5% | +167.9% | +133.1% |
| 3Y | +227.4% | +5.5% | +221.9% | +188.5% |
| 5Y | +250.6% | +35.7% | +214.8% | +180.1% |
| 10Y | +365.4% | +379.1% | -13.7% | +191.5% |
| All | +365.4% | +423.1% | -57.8% | +191.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling