+184.4%
ROP vs AVAV
+315.4%
-131.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +0.7% |
| 7D | +0.7% | +4.2% | -3.5% | +0.2% |
| 30D | +28.8% | -2.6% | +31.3% | +28.6% |
| 3M | +21.1% | -38.0% | +59.0% | +26.6% |
| 6M | +52.5% | -27.0% | +79.5% | +54.9% |
| YTD | +8.9% | -51.4% | +60.3% | +13.9% |
| 1Y | +8.2% | -60.2% | +68.5% | +15.9% |
| 3Y | -5.2% | -6.7% | +1.5% | -13.7% |
| 5Y | +1.7% | +28.3% | -26.6% | -15.4% |
| All | +184.4% | +315.4% | -131.0% | +90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling