+373.2%
AVAV vs RY
+858.3%
-485.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.0% | -11.4% | -9.9% |
| 7D | -10.1% | +2.5% | -12.6% | -11.3% |
| 30D | -18.7% | +8.4% | -27.2% | -22.1% |
| 3M | -33.0% | +1.2% | -34.2% | -33.5% |
| 6M | -37.2% | +19.4% | -56.5% | -42.8% |
| YTD | -53.2% | +25.4% | -78.6% | -58.4% |
| 1Y | -69.0% | +46.7% | -115.7% | -74.5% |
| 3Y | -5.5% | +168.6% | -174.1% | -43.0% |
| 5Y | +20.1% | +132.3% | -112.2% | -22.5% |
| 10Y | +371.8% | +385.7% | -13.9% | +116.9% |
| All | +373.2% | +858.3% | -485.1% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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