+320.5%
AVAV vs RRX
+207.5%
+113.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.4% |
| 7D | +18.4% | +12.6% | +5.8% | +13.3% |
| 30D | -4.9% | +10.6% | -15.5% | -8.5% |
| 3M | -37.7% | +4.6% | -42.3% | -38.8% |
| 6M | -28.4% | -13.6% | -14.8% | -25.3% |
| YTD | -50.0% | +29.4% | -79.4% | -57.1% |
| 1Y | -62.6% | +31.9% | -94.5% | -68.3% |
| 3Y | -0.6% | +68.3% | -68.9% | -29.5% |
| 5Y | +31.9% | +13.2% | +18.7% | +6.7% |
| All | +320.5% | +207.5% | +113.0% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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