+281.6%
RCL vs AVAV
+34.3%
+247.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.6% | -9.6% | +0.8% |
| 7D | +5.0% | +3.2% | +1.8% | +4.0% |
| 30D | +19.4% | -7.4% | +26.8% | +20.4% |
| 3M | +5.9% | -32.0% | +37.9% | +12.4% |
| 6M | +23.8% | -24.6% | +48.4% | +26.6% |
| YTD | +22.8% | -47.5% | +70.3% | +30.8% |
| 1Y | +34.3% | -61.5% | +95.7% | +52.0% |
| 3Y | +276.4% | +5.5% | +271.0% | +206.4% |
| 5Y | +281.6% | +35.7% | +245.8% | +165.9% |
| All | +281.6% | +34.3% | +247.3% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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