-69.0%
AVAV vs IBB
+42.2%
-111.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.6% | -11.0% | -9.8% |
| 7D | -10.1% | +2.2% | -12.3% | -11.3% |
| 30D | -18.7% | +6.3% | -25.0% | -21.9% |
| 3M | -33.0% | +16.3% | -49.3% | -40.1% |
| 6M | -37.2% | +30.0% | -67.2% | -48.1% |
| YTD | -53.2% | +31.1% | -84.3% | -62.4% |
| 1Y | -69.0% | +42.0% | -110.9% | -77.5% |
| All | -69.0% | +42.2% | -111.2% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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