-44.7%
AVAV vs INIO
-59.4%
+14.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -9.6% | -0.3% | -7.2% |
| 7D | -24.3% | -23.9% | -0.4% | -18.8% |
| 30D | -28.9% | -37.6% | +8.7% | -20.2% |
| 3M | -39.3% | -48.9% | +9.7% | -27.7% |
| All | -44.7% | -59.4% | +14.7% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 6mo: compounded portfolio wealth divided by compounded INIO 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…
6mo analysis · Full analysis span regression · Available span rolling