-69.0%
AVAV vs IBN
+4.2%
-73.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.8% | -12.1% | -9.8% |
| 7D | -10.1% | +8.9% | -19.0% | -13.6% |
| 30D | -18.7% | +12.6% | -31.4% | -23.4% |
| 3M | -33.0% | +3.1% | -36.1% | -34.0% |
| 6M | -37.2% | +20.6% | -57.8% | -44.4% |
| YTD | -53.2% | +5.8% | -59.0% | -56.1% |
| 1Y | -69.0% | +3.7% | -72.6% | -70.6% |
| All | -69.0% | +4.2% | -73.2% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling