+180.7%
ROP vs AVAV
+358.8%
-178.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.9% |
| 7D | +0.2% | 0.0% | +0.2% | -0.1% |
| 30D | +30.3% | -9.9% | +40.2% | +31.2% |
| 3M | +17.8% | -34.7% | +52.5% | +22.6% |
| 6M | +38.9% | -26.6% | +65.5% | +41.1% |
| YTD | +7.6% | -48.9% | +56.6% | +12.1% |
| 1Y | +6.5% | -63.0% | +69.5% | +15.2% |
| 3Y | -6.3% | +1.6% | -7.8% | -15.6% |
| 5Y | +0.9% | +34.5% | -33.6% | -16.5% |
| 10Y | +180.7% | +359.3% | -178.5% | +88.3% |
| All | +180.7% | +358.8% | -178.0% | +88.3% |
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 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