-65.6%
AVAV vs IRE
-98.3%
+32.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +39.6% | -29.1% | +5.9% |
| 7D | -10.6% | -27.2% | +16.6% | -8.9% |
| 30D | -18.8% | -75.1% | +56.3% | -8.9% |
| 3M | -34.1% | -77.9% | +43.8% | -26.6% |
| 6M | -35.3% | -94.6% | +59.2% | -20.8% |
| YTD | -53.4% | -91.5% | +38.2% | -51.5% |
| 1Y | -65.6% | -97.8% | +32.2% | -60.4% |
| All | -65.6% | -98.3% | +32.7% | -60.4% |
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