-36.1%
AVAV vs IOVA
+131.3%
-167.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.8% |
| 7D | -2.2% | +9.7% | -12.0% | -2.8% |
| 30D | -13.9% | +102.5% | -116.5% | -18.8% |
| 3M | -29.2% | +100.7% | -129.9% | -33.5% |
| 6M | -36.1% | +106.3% | -142.5% | -39.1% |
| All | -36.1% | +131.3% | -167.4% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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 · 6 months rolling