+345.1%
AVAV vs RGEN
+450.6%
-105.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | +9.9% | -3.1% | +13.0% | +11.1% |
| 30D | -5.4% | +0.1% | -5.5% | -5.2% |
| 3M | -36.5% | +4.8% | -41.3% | -37.6% |
| 6M | -25.3% | +48.9% | -74.2% | -33.4% |
| YTD | -48.6% | +5.3% | -53.9% | -50.0% |
| 1Y | -62.1% | +12.5% | -74.6% | -63.8% |
| 3Y | +2.3% | +17.0% | -14.7% | -7.5% |
| 5Y | +35.4% | -35.4% | +70.7% | +33.5% |
| 10Y | +345.1% | +434.6% | -89.5% | +120.3% |
| All | +345.1% | +450.6% | -105.5% | +120.3% |
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