+1,091.1%
RSG vs AVAV
+478.6%
+612.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.9% |
| 7D | +0.3% | -2.2% | +2.5% | +0.5% |
| 30D | +7.6% | -13.9% | +21.5% | +9.1% |
| 3M | +7.4% | -29.2% | +36.7% | +10.4% |
| 6M | -3.3% | -36.1% | +32.9% | -0.1% |
| YTD | +6.0% | -40.2% | +46.2% | +8.9% |
| 1Y | -3.7% | -36.2% | +32.5% | -2.6% |
| 3Y | +59.1% | +47.5% | +11.6% | +37.7% |
| 5Y | +89.0% | +39.3% | +49.8% | +59.1% |
| 10Y | +412.5% | +482.6% | -70.1% | +213.2% |
| All | +1,091.1% | +478.6% | +612.5% | +561.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling