+132.6%
RTX vs AVAV
+18.1%
+114.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.5% | -11.7% | -2.3% |
| 7D | -5.1% | -10.6% | +5.4% | -4.1% |
| 30D | +5.1% | -18.8% | +23.9% | +7.3% |
| 3M | -14.8% | -34.1% | +19.3% | -11.4% |
| 6M | +8.0% | -35.3% | +43.4% | +11.7% |
| YTD | +4.5% | -53.4% | +57.8% | +10.3% |
| 1Y | +9.8% | -65.6% | +75.5% | +20.0% |
| 3Y | +144.2% | -5.1% | +149.3% | +126.4% |
| All | +132.6% | +18.1% | +114.5% | +92.7% |
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