+198.9%
HPQ vs AVAV
+516.1%
-317.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.9% | -7.4% | -4.9% |
| 7D | -0.5% | +3.2% | -3.7% | -1.0% |
| 30D | +3.7% | -20.3% | +24.1% | +7.2% |
| 3M | +24.3% | -19.4% | +43.7% | +26.8% |
| 6M | +64.8% | -35.3% | +100.0% | +72.7% |
| YTD | +43.9% | -38.5% | +82.4% | +49.1% |
| 1Y | +11.7% | -37.2% | +48.9% | +14.1% |
| 3Y | +19.7% | +31.1% | -11.4% | +0.5% |
| 5Y | +32.2% | +41.0% | -8.8% | +4.2% |
| 10Y | +198.9% | +508.8% | -309.8% | +57.5% |
| All | +198.9% | +516.1% | -317.1% | +57.5% |
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