+1,545.9%
JBL vs AVAV
+478.6%
+1,067.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +2.0% |
| 7D | +3.0% | -2.2% | +5.2% | +3.6% |
| 30D | -8.3% | -13.9% | +5.7% | -5.0% |
| 3M | -16.9% | -29.2% | +12.3% | -11.0% |
| 6M | +21.8% | -36.1% | +57.9% | +31.8% |
| YTD | +36.3% | -40.2% | +76.5% | +45.7% |
| 1Y | +49.5% | -36.2% | +85.7% | +54.7% |
| 3Y | +170.6% | +47.5% | +123.1% | +108.1% |
| 5Y | +408.4% | +39.3% | +369.1% | +269.7% |
| 10Y | +1,450.4% | +482.6% | +967.8% | +541.8% |
| All | +1,545.9% | +478.6% | +1,067.3% | +486.4% |
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