-39.0%
AVAV vs RRX
+12.4%
-51.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.5% | -2.8% | -4.7% |
| 7D | -3.2% | -0.7% | -2.4% | -2.9% |
| 30D | -25.6% | -8.0% | -17.6% | -23.8% |
| 3M | -20.2% | -25.1% | +4.8% | -14.8% |
| 6M | -38.1% | -18.3% | -19.8% | -35.4% |
| YTD | -41.8% | +14.2% | -55.9% | -46.5% |
| 1Y | -39.0% | +13.0% | -52.1% | -43.0% |
| All | -39.0% | +12.4% | -51.5% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling