-32.6%
RKT vs AVAV
-35.3%
+2.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.6% | -2.5% |
| 7D | +6.0% | +3.2% | +2.8% | +5.2% |
| 30D | +0.7% | -20.3% | +21.0% | +6.1% |
| 3M | +11.8% | -19.4% | +31.3% | +16.7% |
| 6M | -7.6% | -35.3% | +27.6% | +0.4% |
| YTD | -28.7% | -38.5% | +9.8% | -19.3% |
| 1Y | -32.6% | -37.2% | +4.6% | -22.2% |
| All | -32.6% | -35.3% | +2.7% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling