+58.6%
IBIT vs AVAV
+1.6%
+57.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -6.8% | +9.9% | -16.7% | -8.1% |
| 30D | -9.9% | -5.4% | -4.5% | -9.5% |
| 3M | +17.5% | -36.5% | +54.1% | +24.1% |
| 6M | -9.1% | -25.3% | +16.2% | -7.7% |
| YTD | -14.9% | -48.6% | +33.6% | -8.9% |
| 1Y | -27.6% | -62.1% | +34.5% | -18.7% |
| All | +58.6% | +1.6% | +57.1% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling