-62.0%
AVAV vs IBB
+38.4%
-100.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.8% | +9.8% | +10.6% |
| 7D | +3.2% | +2.7% | +0.4% | +1.6% |
| 30D | -7.4% | +6.3% | -13.7% | -10.8% |
| 3M | -32.0% | +11.1% | -43.1% | -37.0% |
| 6M | -24.6% | +29.2% | -53.8% | -37.6% |
| YTD | -47.5% | +30.2% | -77.7% | -57.8% |
| All | -62.0% | +38.4% | -100.4% | -70.9% |
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