+58.3%
AVAV vs RPRX
+75.3%
-17.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.4% | +10.9% | +10.6% |
| 7D | -10.6% | +0.2% | -10.8% | -10.7% |
| 30D | -18.8% | +18.6% | -37.4% | -22.1% |
| 3M | -34.1% | +18.0% | -52.1% | -36.8% |
| 6M | -35.3% | +33.8% | -69.1% | -40.0% |
| YTD | -53.4% | +76.6% | -130.0% | -60.0% |
| 1Y | -65.6% | +68.2% | -133.9% | -70.1% |
| 3Y | -5.1% | +161.5% | -166.6% | -29.9% |
| 5Y | +18.5% | +91.4% | -72.9% | -0.3% |
| All | +58.3% | +75.3% | -17.0% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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