+63.2%
RIG vs AVAV
+44.7%
+18.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -2.1% |
| 7D | -2.7% | +3.2% | -5.9% | -3.3% |
| 30D | +9.5% | -20.3% | +29.8% | +14.2% |
| 3M | -6.6% | -19.4% | +12.8% | -4.1% |
| 6M | -2.9% | -35.3% | +32.4% | +3.4% |
| YTD | +39.5% | -38.5% | +78.0% | +45.8% |
| 1Y | +82.3% | -37.2% | +119.5% | +87.6% |
| 3Y | -29.6% | +31.1% | -60.7% | -45.6% |
| 5Y | +63.2% | +41.0% | +22.1% | +10.0% |
| All | +63.2% | +44.7% | +18.5% | +10.0% |
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