+379.1%
AVAV vs RBA
+236.6%
+142.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.4% | +10.2% | +11.8% |
| 7D | +3.2% | +2.5% | +0.6% | +2.3% |
| 30D | -7.4% | +11.6% | -19.0% | -10.7% |
| 3M | -32.0% | +1.5% | -33.5% | -32.6% |
| 6M | -24.6% | -6.6% | -17.9% | -23.6% |
| YTD | -47.5% | -6.3% | -41.3% | -47.0% |
| 1Y | -61.5% | -4.0% | -57.5% | -61.5% |
| 3Y | +5.5% | +47.3% | -41.8% | -8.9% |
| 5Y | +35.7% | +47.7% | -11.9% | +13.6% |
| 10Y | +379.1% | +224.7% | +154.4% | +196.5% |
| All | +379.1% | +236.6% | +142.5% | +196.5% |
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