+5.8%
TROW vs AVAV
-40.1%
+45.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.8% | -1.1% |
| 7D | -1.5% | -3.2% | +1.7% | -1.2% |
| 30D | -5.3% | -25.6% | +20.3% | -2.9% |
| 3M | +2.9% | -20.2% | +23.2% | +4.4% |
| 6M | +22.2% | -38.1% | +60.3% | +26.6% |
| YTD | +8.1% | -41.8% | +49.9% | +12.2% |
| 1Y | +5.8% | -39.0% | +44.9% | +15.2% |
| All | +5.8% | -40.1% | +45.9% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling