+499.0%
AVAV vs RGEN
+430.0%
+68.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.4% |
| 7D | -2.2% | -4.9% | +2.7% | -0.9% |
| 30D | -13.9% | +5.7% | -19.6% | -15.3% |
| 3M | -29.2% | +32.4% | -61.7% | -34.9% |
| 6M | -36.1% | +33.2% | -69.3% | -41.6% |
| YTD | -40.2% | +2.3% | -42.5% | -41.3% |
| 1Y | -36.2% | +39.0% | -75.2% | -42.2% |
| 3Y | +47.5% | -4.6% | +52.2% | +39.6% |
| 5Y | +39.3% | -42.7% | +82.0% | +41.5% |
| All | +499.0% | +430.0% | +68.9% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling