+508.8%
AVAV vs IBN
+312.4%
+196.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +3.5% |
| 7D | +3.2% | -2.2% | +5.4% | +3.8% |
| 30D | -20.3% | -2.3% | -18.0% | -19.9% |
| 3M | -19.4% | +15.9% | -35.3% | -22.7% |
| 6M | -35.3% | +5.6% | -40.8% | -36.2% |
| YTD | -38.5% | -0.1% | -38.4% | -38.6% |
| 1Y | -37.2% | -6.5% | -30.7% | -36.5% |
| 3Y | +31.1% | +29.3% | +1.8% | +20.6% |
| 5Y | +41.0% | +56.6% | -15.5% | +22.4% |
| 10Y | +508.8% | +314.4% | +194.4% | +317.9% |
| All | +508.8% | +312.4% | +196.4% | +317.9% |
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