+273.8%
RTX vs AVAV
+423.1%
-149.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +12.6% | -9.0% | +1.7% |
| 7D | -3.2% | +3.2% | -6.3% | -3.9% |
| 30D | +5.6% | -7.4% | +13.0% | +6.4% |
| 3M | -11.7% | -32.0% | +20.3% | -7.0% |
| 6M | +12.3% | -24.6% | +36.9% | +14.8% |
| YTD | +8.2% | -47.5% | +55.7% | +14.5% |
| 1Y | +12.6% | -61.5% | +74.1% | +25.0% |
| 3Y | +152.8% | +5.5% | +147.4% | +123.2% |
| 5Y | +140.2% | +35.7% | +104.5% | +92.0% |
| 10Y | +273.8% | +379.1% | -105.3% | +140.4% |
| All | +273.8% | +423.1% | -149.3% | +140.4% |
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 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