-37.3%
TROW vs AVAV
+44.7%
-82.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -0.7% |
| 7D | +0.4% | +3.2% | -2.8% | 0.0% |
| 30D | -4.0% | -20.3% | +16.3% | -1.1% |
| 3M | +5.0% | -19.4% | +24.4% | +7.1% |
| 6M | +24.3% | -35.3% | +59.6% | +29.9% |
| YTD | +9.8% | -38.5% | +48.3% | +14.1% |
| 1Y | +6.4% | -37.2% | +43.6% | +9.2% |
| 3Y | +15.8% | +31.1% | -15.3% | -3.0% |
| 5Y | -37.3% | +41.0% | -78.3% | -53.0% |
| All | -37.3% | +44.7% | -82.0% | -53.0% |
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