+493.8%
AVAV vs RRX
+210.7%
+283.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.5% | -2.8% | -4.4% |
| 7D | -3.2% | -0.7% | -2.4% | -2.8% |
| 30D | -25.6% | -8.0% | -17.6% | -23.0% |
| 3M | -20.2% | -25.1% | +4.8% | -11.6% |
| 6M | -38.1% | -18.3% | -19.8% | -34.6% |
| YTD | -41.8% | +14.2% | -55.9% | -47.4% |
| 1Y | -39.0% | +13.0% | -52.1% | -45.1% |
| 3Y | +24.1% | +4.2% | +19.9% | +8.1% |
| 5Y | +53.0% | +17.9% | +35.2% | +18.1% |
| 10Y | +493.8% | +220.4% | +273.4% | +140.6% |
| All | +493.8% | +210.7% | +283.2% | +140.6% |
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