+45.4%
RSP vs AVAV
+18.1%
+27.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.5% | -10.8% | -1.3% |
| 7D | -1.0% | -10.6% | +9.6% | -0.2% |
| 30D | +2.6% | -18.8% | +21.4% | +4.2% |
| 3M | -0.8% | -34.1% | +33.3% | +2.5% |
| 6M | +6.3% | -35.3% | +41.6% | +9.1% |
| YTD | +14.1% | -53.4% | +67.5% | +19.2% |
| 1Y | +18.0% | -65.6% | +83.7% | +26.9% |
| 3Y | +61.0% | -5.1% | +66.1% | +47.5% |
| All | +45.4% | +18.1% | +27.2% | +21.8% |
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