-16.0%
RKT vs AVAV
+48.0%
-63.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.6% | -11.7% | -1.3% |
| 7D | +10.3% | +3.2% | +7.2% | +9.2% |
| 30D | +32.3% | -7.4% | +39.7% | +33.3% |
| 3M | +10.7% | -32.0% | +42.7% | +17.5% |
| 6M | -3.2% | -24.6% | +21.4% | -0.2% |
| YTD | -21.5% | -47.5% | +26.0% | -14.5% |
| 1Y | -6.0% | -61.5% | +55.5% | +6.9% |
| 3Y | +104.2% | +5.5% | +98.8% | +82.7% |
| 5Y | +2.5% | +35.7% | -33.3% | -17.3% |
| All | -16.0% | +48.0% | -63.9% | -34.1% |
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