+213.4%
RSP vs AVAV
+361.4%
-148.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.5% | -10.8% | -1.7% |
| 7D | -1.0% | -10.6% | +9.6% | +0.2% |
| 30D | +2.6% | -18.8% | +21.4% | +5.0% |
| 3M | -0.8% | -34.1% | +33.3% | +3.9% |
| 6M | +6.3% | -35.3% | +41.6% | +10.2% |
| YTD | +14.1% | -53.4% | +67.5% | +21.4% |
| 1Y | +18.0% | -65.6% | +83.7% | +30.6% |
| 3Y | +61.0% | -5.1% | +66.1% | +45.3% |
| 5Y | +45.6% | +18.5% | +27.1% | +21.6% |
| All | +213.4% | +361.4% | -148.0% | +108.5% |
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 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