-6.6%
RDW vs AVAV
+58.4%
-65.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | -0.7% |
| 7D | +4.8% | -0.1% | +4.9% | +4.9% |
| 30D | -19.5% | -25.0% | +5.4% | -7.1% |
| 3M | -26.9% | -15.0% | -11.9% | -21.0% |
| 6M | +17.8% | -33.6% | +51.4% | +45.1% |
| YTD | +43.0% | -39.2% | +82.2% | +83.2% |
| 1Y | +32.1% | -40.5% | +72.5% | +71.8% |
| 3Y | +250.6% | +29.6% | +221.0% | +240.2% |
| 5Y | -6.6% | +56.7% | -63.3% | -18.2% |
| All | -6.6% | +58.4% | -65.1% | -18.2% |
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 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