+40.4%
AVAV vs IBB
+22.5%
+18.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.2% |
| 7D | -2.2% | +1.4% | -3.6% | -3.1% |
| 30D | -13.9% | +10.5% | -24.4% | -19.5% |
| 3M | -29.2% | +23.6% | -52.9% | -38.5% |
| 6M | -36.1% | +22.6% | -58.8% | -44.2% |
| YTD | -40.2% | +25.7% | -65.9% | -48.6% |
| 1Y | -36.2% | +51.4% | -87.6% | -51.3% |
| 3Y | +47.5% | +64.4% | -16.8% | +4.9% |
| All | +40.4% | +22.5% | +18.0% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling