+59.7%
RGTI vs AVAV
+38.5%
+21.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.2% | +2.9% |
| 7D | +5.5% | +3.2% | +2.3% | +4.2% |
| 30D | -11.9% | -20.3% | +8.5% | -3.4% |
| 3M | -27.4% | -19.4% | -7.9% | -22.0% |
| 6M | -7.1% | -35.3% | +28.2% | +8.2% |
| YTD | -28.6% | -38.5% | +9.9% | -16.8% |
| 1Y | +4.4% | -37.2% | +41.6% | +23.7% |
| 3Y | +698.5% | +31.1% | +667.4% | +602.7% |
| 5Y | +64.2% | +41.0% | +23.2% | +24.3% |
| All | +59.7% | +38.5% | +21.2% | +20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling