+7.3%
AVAV vs RACE
+65.1%
-57.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.3% | -7.5% | -8.8% |
| 7D | -24.3% | +5.7% | -30.0% | -26.2% |
| 30D | -28.9% | +9.3% | -38.2% | -31.7% |
| 3M | -39.3% | +3.8% | -43.1% | -40.3% |
| 6M | -38.8% | +29.8% | -68.6% | -45.0% |
| YTD | -57.8% | +15.6% | -73.4% | -60.5% |
| 1Y | -70.9% | +5.1% | -76.0% | -71.7% |
| 3Y | -14.8% | +30.8% | -45.6% | -28.6% |
| 5Y | +7.3% | +67.4% | -60.1% | -32.7% |
| All | +7.3% | +65.1% | -57.8% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling