+146.0%
HPE vs AVAV
-39.3%
+185.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.4% | +10.5% | +5.5% |
| 7D | +13.6% | -3.2% | +16.8% | +13.9% |
| 30D | +7.7% | -25.6% | +33.3% | +9.6% |
| 3M | +22.4% | -20.2% | +42.6% | +23.3% |
| 6M | +172.6% | -38.1% | +210.6% | +176.2% |
| YTD | +147.5% | -41.8% | +189.3% | +147.0% |
| All | +146.0% | -39.3% | +185.3% | +154.5% |
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 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