+937.8%
RMD vs AVAV
+478.6%
+459.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.1% |
| 7D | -5.0% | -2.2% | -2.8% | -4.7% |
| 30D | +2.2% | -13.9% | +16.2% | +4.0% |
| 3M | +17.8% | -29.2% | +47.1% | +22.0% |
| 6M | -11.3% | -36.1% | +24.8% | -7.6% |
| YTD | -4.4% | -40.2% | +35.8% | -0.9% |
| 1Y | -15.7% | -36.2% | +20.5% | -14.3% |
| 3Y | +47.7% | +47.5% | +0.2% | +25.8% |
| 5Y | -19.2% | +39.3% | -58.5% | -33.0% |
| 10Y | +280.4% | +482.6% | -202.2% | +134.8% |
| All | +937.8% | +478.6% | +459.2% | +450.5% |
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