+56.7%
HST vs AVAV
-62.9%
+119.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.7% | 0.0% |
| 7D | +3.6% | +4.2% | -0.6% | +3.5% |
| 30D | +11.2% | -2.6% | +13.8% | +11.2% |
| 3M | +13.1% | -38.0% | +51.1% | +13.0% |
| 6M | +23.9% | -27.0% | +50.9% | +23.7% |
| YTD | +52.3% | -51.4% | +103.7% | +55.5% |
| 1Y | +56.7% | -60.2% | +116.9% | +56.8% |
| All | +56.7% | -62.9% | +119.6% | +56.8% |
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