+89.4%
RSG vs AVAV
+44.7%
+44.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.3% | -0.6% |
| 7D | -0.7% | +3.2% | -3.9% | -0.8% |
| 30D | +3.3% | -20.3% | +23.6% | +3.9% |
| 3M | +8.5% | -19.4% | +27.9% | +8.9% |
| 6M | -3.5% | -35.3% | +31.7% | -2.5% |
| YTD | +5.5% | -38.5% | +44.0% | +6.3% |
| 1Y | -1.7% | -37.2% | +35.5% | -1.4% |
| 3Y | +56.9% | +31.1% | +25.8% | +47.4% |
| 5Y | +89.4% | +41.0% | +48.4% | +71.7% |
| All | +89.4% | +44.7% | +44.7% | +71.7% |
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