+320.5%
AVAV vs RACE
+717.8%
-397.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.4% | -1.8% |
| 7D | +18.4% | -4.0% | +22.4% | +20.4% |
| 30D | -4.9% | +3.5% | -8.5% | -6.5% |
| 3M | -37.7% | -0.4% | -37.2% | -37.7% |
| 6M | -28.4% | +23.2% | -51.6% | -34.2% |
| YTD | -50.0% | +11.0% | -61.0% | -52.4% |
| 1Y | -62.6% | -2.2% | -60.4% | -62.5% |
| 3Y | -0.6% | +22.5% | -23.2% | -12.5% |
| 5Y | +31.9% | +63.2% | -31.2% | +0.1% |
| All | +320.5% | +717.8% | -397.4% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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