+49.6%
RSP vs AVAV
+32.4%
+17.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.2% |
| 7D | +0.7% | 0.0% | +0.8% | +0.6% |
| 30D | +3.7% | -9.9% | +13.6% | +4.4% |
| 3M | +0.7% | -34.7% | +35.4% | +4.1% |
| 6M | +9.0% | -26.6% | +35.7% | +10.6% |
| YTD | +16.7% | -48.9% | +65.6% | +20.9% |
| 1Y | +19.0% | -63.0% | +82.0% | +27.1% |
| 3Y | +64.7% | +1.6% | +63.2% | +50.1% |
| 5Y | +49.6% | +34.5% | +15.1% | +24.7% |
| All | +49.6% | +32.4% | +17.2% | +24.7% |
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