-65.6%
AVAV vs IRM
+10.1%
-75.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.0% | +9.5% | +10.1% |
| 7D | -10.6% | -8.6% | -2.0% | -7.2% |
| 30D | -18.8% | -8.0% | -10.8% | -15.9% |
| 3M | -34.1% | -12.0% | -22.1% | -30.8% |
| 6M | -35.3% | -18.2% | -17.2% | -30.3% |
| YTD | -53.4% | +31.4% | -84.7% | -65.9% |
| 1Y | -65.6% | +9.2% | -74.8% | -70.4% |
| All | -65.6% | +10.1% | -75.7% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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