-61.5%
AVAV vs IAG
+32.7%
-94.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.4% |
| 7D | +9.9% | +3.4% | +6.4% | +9.2% |
| 30D | -5.4% | -2.7% | -2.7% | -4.7% |
| 3M | -36.5% | -0.5% | -36.0% | -37.1% |
| 6M | -25.3% | -4.8% | -20.4% | -26.5% |
| YTD | -48.6% | +9.6% | -58.2% | -49.8% |
| All | -61.5% | +32.7% | -94.2% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling