+1,238.5%
JBL vs AVAV
+407.8%
+830.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +12.6% | -7.0% | +2.5% |
| 7D | -5.2% | +3.2% | -8.3% | -6.1% |
| 30D | -17.5% | -7.4% | -10.1% | -16.2% |
| 3M | -26.0% | -32.0% | +6.0% | -19.1% |
| 6M | -28.9% | -24.6% | -4.3% | -26.3% |
| YTD | +10.8% | -47.5% | +58.4% | +21.6% |
| 1Y | +18.3% | -61.5% | +79.8% | +40.2% |
| 3Y | +102.2% | +5.5% | +96.7% | +70.4% |
| 5Y | +303.2% | +35.7% | +267.5% | +192.7% |
| 10Y | +1,152.0% | +379.1% | +772.9% | +444.1% |
| All | +1,238.5% | +407.8% | +830.6% | +389.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling