+151.7%
RTX vs AVAV
+35.3%
+116.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.4% | +9.9% | -8.4% | +0.3% |
| 30D | +7.8% | -5.4% | +13.2% | +8.2% |
| 3M | -9.8% | -36.5% | +26.8% | -5.7% |
| 6M | +13.5% | -25.3% | +38.8% | +15.5% |
| YTD | +10.9% | -48.6% | +59.5% | +15.9% |
| 1Y | +14.0% | -62.1% | +76.1% | +23.1% |
| 3Y | +159.9% | +2.3% | +157.6% | +139.2% |
| 5Y | +151.7% | +35.4% | +116.3% | +108.3% |
| All | +151.7% | +35.3% | +116.3% | +108.3% |
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