+97.3%
RSG vs AVAV
+34.3%
+63.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.6% | -12.6% | -0.3% |
| 7D | +0.3% | +3.2% | -2.8% | +0.2% |
| 30D | +13.8% | -7.4% | +21.2% | +13.9% |
| 3M | +15.4% | -32.0% | +47.4% | +16.5% |
| 6M | +24.1% | -24.6% | +48.7% | +24.5% |
| YTD | +17.8% | -47.5% | +65.4% | +19.2% |
| 1Y | +21.5% | -61.5% | +83.0% | +24.4% |
| 3Y | +63.3% | +5.5% | +57.8% | +54.5% |
| 5Y | +97.3% | +35.7% | +61.5% | +78.1% |
| All | +97.3% | +34.3% | +63.0% | +78.1% |
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