+379.1%
AVAV vs IBN
+368.7%
+10.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.7% | +10.9% | +12.2% |
| 7D | +3.2% | +14.6% | -11.5% | -0.5% |
| 30D | -7.4% | +23.5% | -30.9% | -12.4% |
| 3M | -32.0% | +14.0% | -46.0% | -34.4% |
| 6M | -24.6% | +31.1% | -55.7% | -29.9% |
| YTD | -47.5% | +16.6% | -64.1% | -49.7% |
| 1Y | -61.5% | +14.9% | -76.4% | -63.0% |
| 3Y | +5.5% | +56.9% | -51.4% | -7.8% |
| 5Y | +35.7% | +69.7% | -33.9% | +15.5% |
| 10Y | +379.1% | +365.4% | +13.7% | +230.5% |
| All | +379.1% | +368.7% | +10.4% | +230.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling