+526.6%
RSP vs AVAV
+478.6%
+48.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.2% |
| 7D | -0.8% | -2.2% | +1.5% | -0.4% |
| 30D | -0.3% | -13.9% | +13.6% | +1.7% |
| 3M | +4.3% | -29.2% | +33.5% | +8.6% |
| 6M | +8.8% | -36.1% | +45.0% | +14.1% |
| YTD | +15.3% | -40.2% | +55.5% | +20.1% |
| 1Y | +18.3% | -36.2% | +54.5% | +20.6% |
| 3Y | +52.8% | +47.5% | +5.3% | +27.3% |
| 5Y | +51.7% | +39.3% | +12.4% | +22.4% |
| 10Y | +208.5% | +482.6% | -274.1% | +73.4% |
| All | +526.6% | +478.6% | +48.0% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling