+51.8%
AVAV vs IBB
+64.8%
-13.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.2% |
| 7D | -2.2% | +1.4% | -3.6% | -3.0% |
| 30D | -13.9% | +10.5% | -24.4% | -18.8% |
| 3M | -29.2% | +23.6% | -52.9% | -37.3% |
| 6M | -36.1% | +22.6% | -58.8% | -43.2% |
| YTD | -40.2% | +25.7% | -65.9% | -47.6% |
| 1Y | -36.2% | +51.4% | -87.6% | -49.0% |
| All | +51.8% | +64.8% | -13.0% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling