-62.0%
AVAV vs IAG
+52.4%
-114.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.8% | +6.8% | +11.1% |
| 7D | +3.2% | +24.0% | -20.8% | -2.0% |
| 30D | -7.4% | +5.5% | -12.9% | -8.6% |
| 3M | -32.0% | +8.3% | -40.3% | -34.0% |
| 6M | -24.6% | +6.1% | -30.7% | -27.7% |
| YTD | -47.5% | +20.3% | -67.8% | -49.6% |
| All | -62.0% | +52.4% | -114.4% | -66.0% |
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