+46.1%
RSP vs AVAV
+7.1%
+39.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.8% | +7.0% | -2.0% |
| 7D | -1.4% | -24.3% | +22.9% | +0.9% |
| 30D | +2.1% | -28.9% | +31.0% | +5.0% |
| 3M | -0.9% | -39.3% | +38.3% | +3.1% |
| 6M | +7.5% | -38.8% | +46.3% | +10.9% |
| YTD | +14.6% | -57.8% | +72.4% | +20.8% |
| 1Y | +17.6% | -70.9% | +88.5% | +28.6% |
| 3Y | +60.8% | -14.8% | +75.6% | +48.8% |
| 5Y | +46.1% | +7.3% | +38.8% | +35.4% |
| All | +46.1% | +7.1% | +39.1% | +35.4% |
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 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