-6.7%
AVAV vs IBB
+86.1%
-92.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | +4.2% | -0.5% | +4.8% | +4.8% |
| 30D | -2.6% | +4.6% | -7.1% | -4.7% |
| 3M | -38.0% | +6.8% | -44.8% | -40.4% |
| 6M | -27.0% | +23.1% | -50.1% | -35.4% |
| YTD | -51.4% | +26.0% | -77.4% | -57.7% |
| 1Y | -60.2% | +30.4% | -90.6% | -65.9% |
| 3Y | -6.7% | +85.4% | -92.1% | -32.3% |
| All | -6.7% | +86.1% | -92.8% | -32.3% |
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