-14.1%
AVAV vs IBB
+75.6%
-89.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -5.0% | -4.8% | -7.0% |
| 7D | -24.3% | -3.6% | -20.7% | -22.6% |
| 30D | -28.9% | +3.4% | -32.3% | -30.2% |
| 3M | -39.3% | +9.5% | -48.7% | -42.6% |
| 6M | -38.8% | +23.3% | -62.1% | -46.0% |
| YTD | -57.8% | +24.5% | -82.3% | -63.1% |
| 1Y | -70.9% | +32.9% | -103.8% | -75.4% |
| All | -14.1% | +75.6% | -89.6% | -37.5% |
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 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