+500.7%
AVAV vs RACE
+818.0%
-317.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -0.9% |
| 7D | -2.2% | -2.5% | +0.3% | -1.2% |
| 30D | -13.9% | +0.8% | -14.7% | -14.2% |
| 3M | -29.2% | +17.2% | -46.4% | -33.5% |
| 6M | -36.1% | +13.6% | -49.7% | -39.3% |
| YTD | -40.2% | +12.2% | -52.4% | -43.2% |
| 1Y | -36.2% | -16.3% | -20.0% | -32.5% |
| 3Y | +47.5% | +36.4% | +11.1% | +24.0% |
| 5Y | +39.3% | +95.0% | -55.7% | -1.5% |
| All | +500.7% | +818.0% | -317.3% | +129.0% |
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