-69.0%
AVAV vs IRE
-97.6%
+28.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -23.2% | +14.9% | -6.0% |
| 7D | -10.1% | -46.8% | +36.7% | -5.0% |
| 30D | -18.7% | -75.5% | +56.8% | -8.1% |
| 3M | -33.0% | -79.4% | +46.4% | -24.3% |
| 6M | -37.2% | -91.3% | +54.1% | -28.0% |
| YTD | -53.2% | -90.8% | +37.6% | -50.7% |
| 1Y | -69.0% | -97.7% | +28.7% | -65.3% |
| All | -69.0% | -97.6% | +28.6% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling