+308.9%
AVAV vs RACE
+729.2%
-420.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.3% |
| 7D | +4.2% | -1.2% | +5.4% | +4.8% |
| 30D | -2.6% | +6.1% | -8.7% | -5.1% |
| 3M | -38.0% | -0.3% | -37.7% | -38.0% |
| 6M | -27.0% | +23.4% | -50.4% | -32.9% |
| YTD | -51.4% | +12.5% | -63.9% | -54.0% |
| 1Y | -60.2% | -0.5% | -59.8% | -60.4% |
| 3Y | -6.7% | +23.6% | -30.3% | -18.1% |
| 5Y | +28.3% | +65.4% | -37.1% | -3.2% |
| All | +308.9% | +729.2% | -420.3% | +80.2% |
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