-29.9%
IBIT vs AVAV
-63.2%
+33.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.6% | -4.2% |
| 7D | -6.2% | +18.4% | -24.6% | -8.0% |
| 30D | -14.4% | -4.9% | -9.4% | -14.1% |
| 3M | +12.5% | -37.7% | +50.1% | +17.9% |
| 6M | -11.9% | -28.4% | +16.6% | -10.5% |
| YTD | -18.7% | -50.0% | +31.3% | -14.0% |
| 1Y | -29.9% | -62.6% | +32.7% | -17.8% |
| All | -29.9% | -63.2% | +33.3% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling