+442.1%
RVMD vs AVAV
+28.1%
+414.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.8% |
| 7D | -10.4% | +4.2% | -14.6% | -11.1% |
| 30D | -11.0% | -2.6% | -8.4% | -10.8% |
| 3M | -14.7% | -38.0% | +23.3% | -8.3% |
| 6M | +14.9% | -27.0% | +41.9% | +17.8% |
| YTD | +116.3% | -51.4% | +167.7% | +135.1% |
| 1Y | +167.6% | -60.2% | +227.8% | +200.2% |
| 3Y | +776.8% | -6.7% | +783.4% | +637.8% |
| All | +442.1% | +28.1% | +414.0% | +251.4% |
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 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