+15.3%
JBL vs AVAV
-62.5%
+77.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +12.6% | -7.0% | +3.7% |
| 7D | -5.2% | +3.2% | -8.3% | -5.8% |
| 30D | -17.5% | -7.4% | -10.1% | -17.0% |
| 3M | -26.0% | -32.0% | +6.0% | -22.9% |
| 6M | -28.9% | -24.6% | -4.3% | -27.7% |
| YTD | +10.8% | -47.5% | +58.4% | +14.1% |
| All | +15.3% | -62.5% | +77.8% | +32.1% |
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