-19.3%
RMD vs AVAV
+39.7%
-59.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.2% |
| 7D | -5.0% | -2.2% | -2.8% | -4.8% |
| 30D | +2.2% | -13.9% | +16.2% | +3.4% |
| 3M | +17.8% | -29.2% | +47.1% | +20.8% |
| 6M | -11.3% | -36.1% | +24.8% | -8.6% |
| YTD | -4.4% | -40.2% | +35.8% | -1.9% |
| 1Y | -15.7% | -36.2% | +20.5% | -14.9% |
| 3Y | +47.7% | +47.5% | +0.2% | +26.5% |
| All | -19.3% | +39.7% | -59.0% | -35.9% |
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