+1,509.2%
JBL vs AVAV
+478.0%
+1,031.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.8% |
| 7D | +4.0% | -3.2% | +7.2% | +4.6% |
| 30D | -7.5% | -25.6% | +18.1% | -1.9% |
| 3M | -14.1% | -20.2% | +6.2% | -11.3% |
| 6M | +25.9% | -38.1% | +63.9% | +35.3% |
| YTD | +36.7% | -41.8% | +78.4% | +45.2% |
| 1Y | +49.0% | -39.0% | +88.0% | +54.8% |
| 3Y | +191.8% | +24.1% | +167.7% | +145.2% |
| 5Y | +409.8% | +53.0% | +356.7% | +283.9% |
| 10Y | +1,509.2% | +493.8% | +1,015.4% | +711.3% |
| All | +1,509.2% | +478.0% | +1,031.2% | +711.3% |
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