+40.4%
AVAV vs RRC
+156.2%
-115.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | -2.2% | +1.3% | -3.5% | -2.5% |
| 30D | -13.9% | +10.1% | -24.1% | -15.7% |
| 3M | -29.2% | +4.0% | -33.2% | -30.0% |
| 6M | -36.1% | +1.6% | -37.7% | -36.8% |
| YTD | -40.2% | +19.7% | -59.9% | -43.3% |
| 1Y | -36.2% | +21.4% | -57.6% | -39.9% |
| 3Y | +47.5% | +29.7% | +17.9% | +34.8% |
| All | +40.4% | +156.2% | -115.8% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling