-37.2%
AVAV vs IAG
+100.7%
-137.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.7% | +3.3% |
| 7D | +3.2% | +4.3% | -1.1% | +2.1% |
| 30D | -20.3% | +9.8% | -30.1% | -22.5% |
| 3M | -19.4% | +28.9% | -48.3% | -25.2% |
| 6M | -35.3% | -7.6% | -27.7% | -36.9% |
| YTD | -38.5% | +22.0% | -60.4% | -41.6% |
| 1Y | -37.2% | +99.5% | -136.7% | -43.0% |
| All | -37.2% | +100.7% | -137.9% | -43.0% |
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