-62.0%
AVAV vs RACE
+3.0%
-65.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.7% | +11.9% | +12.2% |
| 7D | +3.2% | +3.9% | -0.8% | +0.5% |
| 30D | -7.4% | +7.4% | -14.8% | -11.6% |
| 3M | -32.0% | +1.6% | -33.6% | -32.9% |
| 6M | -24.6% | +23.3% | -47.9% | -33.0% |
| YTD | -47.5% | +14.7% | -62.2% | -49.6% |
| All | -62.0% | +3.0% | -65.0% | -62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling