+827.0%
RCL vs AVAV
+308.3%
+518.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.8% | +6.7% | -0.7% |
| 7D | +3.9% | -24.3% | +28.2% | +10.9% |
| 30D | +11.8% | -28.9% | +40.6% | +21.0% |
| 3M | -0.8% | -39.3% | +38.4% | +10.9% |
| 6M | +23.6% | -38.8% | +62.4% | +34.4% |
| YTD | +17.6% | -57.8% | +75.4% | +35.6% |
| 1Y | +28.3% | -70.9% | +99.2% | +62.2% |
| 3Y | +261.4% | -14.8% | +276.3% | +211.8% |
| 5Y | +245.3% | +7.3% | +238.0% | +162.2% |
| 10Y | +381.8% | +325.3% | +56.5% | +128.1% |
| All | +827.0% | +308.3% | +518.7% | +265.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling