+500.7%
AVAV vs RBA
+187.5%
+313.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.8% |
| 7D | -2.2% | -2.9% | +0.7% | -1.3% |
| 30D | -13.9% | -12.3% | -1.6% | -10.4% |
| 3M | -29.2% | -20.5% | -8.7% | -24.4% |
| 6M | -36.1% | -18.5% | -17.6% | -32.4% |
| YTD | -40.2% | -18.2% | -22.0% | -36.7% |
| 1Y | -36.2% | -27.5% | -8.7% | -30.1% |
| 3Y | +47.5% | +38.1% | +9.5% | +29.9% |
| 5Y | +39.3% | +44.8% | -5.5% | +16.7% |
| All | +500.7% | +187.5% | +313.2% | +265.6% |
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