+504.5%
AVAV vs RBA
+555.0%
-50.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.8% |
| 7D | -2.2% | -2.9% | +0.7% | -1.4% |
| 30D | -13.9% | -12.3% | -1.6% | -10.7% |
| 3M | -29.2% | -20.5% | -8.7% | -24.8% |
| 6M | -36.1% | -18.5% | -17.6% | -32.7% |
| YTD | -40.2% | -18.2% | -22.0% | -37.0% |
| 1Y | -36.2% | -27.5% | -8.7% | -30.6% |
| 3Y | +47.5% | +38.1% | +9.5% | +31.3% |
| 5Y | +39.3% | +44.8% | -5.5% | +19.1% |
| 10Y | +482.6% | +187.1% | +295.4% | +292.9% |
| All | +504.5% | +555.0% | -50.6% | +228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling