+23.7%
JBL vs AVAV
-68.0%
+91.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -8.3% | +3.5% | -3.8% |
| 7D | -11.1% | -10.1% | -1.0% | -9.9% |
| 30D | -14.1% | -18.7% | +4.6% | -11.9% |
| 3M | -23.9% | -33.0% | +9.1% | -20.4% |
| 6M | -24.1% | -37.2% | +13.1% | -20.9% |
| YTD | +13.5% | -53.2% | +66.7% | +19.2% |
| 1Y | +23.7% | -69.0% | +92.7% | +47.7% |
| All | +23.7% | -68.0% | +91.8% | +47.7% |
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