+448.0%
RSG vs AVAV
+315.4%
+132.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.2% |
| 7D | +2.5% | +4.2% | -1.7% | +2.2% |
| 30D | +12.7% | -2.6% | +15.3% | +12.7% |
| 3M | +17.9% | -38.0% | +55.9% | +21.0% |
| 6M | +25.0% | -27.0% | +52.0% | +26.0% |
| YTD | +20.8% | -51.4% | +72.2% | +24.1% |
| 1Y | +24.3% | -60.2% | +84.5% | +29.5% |
| 3Y | +65.3% | -6.7% | +71.9% | +54.8% |
| 5Y | +99.1% | +28.3% | +70.7% | +75.6% |
| All | +448.0% | +315.4% | +132.6% | +315.5% |
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