+353.5%
AVAV vs IOVA
-92.6%
+446.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -11.0% | +1.2% | -9.6% |
| 7D | -24.3% | -19.0% | -5.3% | -23.9% |
| 30D | -28.9% | -40.3% | +11.4% | -28.2% |
| 3M | -39.3% | +78.3% | -117.6% | -40.6% |
| 6M | -38.8% | +94.5% | -133.2% | -40.4% |
| YTD | -57.8% | +183.5% | -241.3% | -59.4% |
| 1Y | -70.9% | +327.6% | -398.5% | -72.3% |
| 3Y | -14.8% | +83.8% | -98.7% | -18.8% |
| 5Y | +7.3% | -69.0% | +76.3% | +4.4% |
| 10Y | +325.3% | +33.4% | +291.9% | +303.4% |
| All | +353.5% | -92.6% | +446.1% | +321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling