-5.1%
AVAV vs RACE
+28.1%
-33.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.5% | +11.9% | +11.0% |
| 7D | -10.6% | +5.1% | -15.7% | -12.6% |
| 30D | -18.8% | +7.7% | -26.5% | -21.3% |
| 3M | -34.1% | +2.2% | -36.3% | -34.8% |
| 6M | -35.3% | +23.8% | -59.1% | -40.2% |
| YTD | -53.4% | +13.9% | -67.3% | -55.9% |
| 1Y | -65.6% | +3.8% | -69.4% | -66.5% |
| 3Y | -5.1% | +28.0% | -33.1% | -15.4% |
| All | -5.1% | +28.1% | -33.2% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling