+358.4%
AVAV vs RBA
+224.6%
+133.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.3% | +11.8% | +10.9% |
| 7D | -10.6% | +4.3% | -14.9% | -11.9% |
| 30D | -18.8% | +16.3% | -35.1% | -22.8% |
| 3M | -34.1% | +1.3% | -35.4% | -34.7% |
| 6M | -35.3% | -11.1% | -24.3% | -33.5% |
| YTD | -53.4% | -8.5% | -44.9% | -52.6% |
| 1Y | -65.6% | -2.1% | -63.5% | -65.9% |
| 3Y | -5.1% | +44.6% | -49.6% | -17.7% |
| 5Y | +18.5% | +36.8% | -18.3% | +1.4% |
| All | +358.4% | +224.6% | +133.8% | +169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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