+1.7%
RKT vs AVAV
+18.1%
-16.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.8% | -0.4% |
| 7D | +17.7% | -10.6% | +28.2% | +19.7% |
| 30D | +31.6% | -18.8% | +50.4% | +36.2% |
| 3M | +13.9% | -34.1% | +48.0% | +22.4% |
| 6M | +2.8% | -35.3% | +38.1% | +9.6% |
| YTD | -22.2% | -53.4% | +31.2% | -12.5% |
| 1Y | -3.5% | -65.6% | +62.1% | +13.7% |
| 3Y | +95.3% | -5.1% | +100.3% | +71.8% |
| All | +1.7% | +18.1% | -16.5% | -27.6% |
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