+53.1%
RGTI vs AVAV
+36.9%
+16.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -2.3% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -16.2% | -25.0% | +8.8% | -6.0% |
| 3M | -22.0% | -15.0% | -7.1% | -18.2% |
| 6M | -10.8% | -33.6% | +22.9% | +2.9% |
| YTD | -31.6% | -39.2% | +7.6% | -19.9% |
| 1Y | -6.4% | -40.5% | +34.1% | +13.1% |
| 3Y | +665.7% | +29.6% | +636.1% | +576.5% |
| 5Y | +55.6% | +56.7% | -1.1% | +18.7% |
| All | +53.1% | +36.9% | +16.2% | +16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling