-6.6%
RKT vs AVAV
+31.5%
-38.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -4.5% |
| 7D | -7.5% | +18.4% | -25.9% | -10.5% |
| 30D | +26.6% | -4.9% | +31.5% | +26.9% |
| 3M | -2.4% | -37.7% | +35.2% | +5.9% |
| 6M | -7.4% | -28.4% | +21.1% | -3.3% |
| YTD | -29.2% | -50.0% | +20.9% | -21.4% |
| 1Y | -23.5% | -62.6% | +39.1% | -11.4% |
| 3Y | +73.9% | -0.6% | +74.5% | +51.8% |
| 5Y | -6.6% | +31.9% | -38.5% | -33.8% |
| All | -6.6% | +31.5% | -38.1% | -33.8% |
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 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