+57.5%
RMD vs AVAV
-5.8%
+63.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.5% | -12.1% | -2.2% |
| 7D | +2.3% | -10.6% | +12.9% | +2.8% |
| 30D | +4.1% | -18.8% | +22.9% | +5.2% |
| 3M | +5.7% | -34.1% | +39.8% | +7.8% |
| 6M | +12.9% | -35.3% | +48.2% | +14.7% |
| YTD | -1.5% | -53.4% | +51.9% | +1.4% |
| 1Y | -4.8% | -65.6% | +60.9% | -0.2% |
| 3Y | +57.5% | -5.1% | +62.6% | +42.3% |
| All | +57.5% | -5.8% | +63.3% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling