+379.1%
AVAV vs RACE
+738.3%
-359.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.7% | +11.9% | +12.3% |
| 7D | +3.2% | +3.9% | -0.8% | +1.3% |
| 30D | -7.4% | +7.4% | -14.8% | -10.3% |
| 3M | -32.0% | +1.6% | -33.6% | -32.6% |
| 6M | -24.6% | +23.3% | -47.9% | -30.7% |
| YTD | -47.5% | +14.7% | -62.2% | -50.7% |
| 1Y | -61.5% | +2.5% | -64.0% | -62.1% |
| 3Y | +5.5% | +28.0% | -22.5% | -8.8% |
| 5Y | +35.7% | +69.8% | -34.1% | +1.4% |
| 10Y | +379.1% | +734.9% | -355.8% | +117.6% |
| All | +379.1% | +738.3% | -359.2% | +117.6% |
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