+428.1%
RSG vs AVAV
+478.0%
-49.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.7% | +0.7% |
| 7D | 0.0% | -3.2% | +3.1% | +0.2% |
| 30D | +3.7% | -25.6% | +29.2% | +5.5% |
| 3M | +6.2% | -20.2% | +26.4% | +7.1% |
| 6M | -2.8% | -38.1% | +35.3% | -0.6% |
| YTD | +5.9% | -41.8% | +47.7% | +7.9% |
| 1Y | -1.8% | -39.0% | +37.3% | -0.8% |
| 3Y | +57.5% | +24.1% | +33.4% | +44.4% |
| 5Y | +91.1% | +53.0% | +38.0% | +66.8% |
| 10Y | +428.1% | +493.8% | -65.8% | +267.9% |
| All | +428.1% | +478.0% | -49.9% | +267.9% |
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