+19.6%
AVAV vs IBB
+37.5%
-17.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.7% | +8.7% | +9.3% |
| 7D | -10.6% | -1.8% | -8.8% | -9.4% |
| 30D | -18.8% | +5.1% | -23.9% | -21.4% |
| 3M | -34.1% | +10.7% | -44.8% | -38.7% |
| 6M | -35.3% | +22.9% | -58.2% | -43.8% |
| YTD | -53.4% | +26.7% | -80.1% | -60.4% |
| 1Y | -65.6% | +35.1% | -100.8% | -72.0% |
| 3Y | -5.1% | +80.2% | -85.3% | -37.6% |
| All | +19.6% | +37.5% | -17.9% | -41.1% |
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