+61.0%
IBIT vs AVAV
-8.0%
+69.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.5% | -10.8% | -1.7% |
| 7D | -1.1% | -10.6% | +9.5% | +0.2% |
| 30D | -9.2% | -18.8% | +9.6% | -6.9% |
| 3M | +17.5% | -34.1% | +51.6% | +23.3% |
| 6M | -7.2% | -35.3% | +28.2% | -3.7% |
| YTD | -13.6% | -53.4% | +39.7% | -6.3% |
| 1Y | -25.1% | -65.6% | +40.5% | -14.7% |
| All | +61.0% | -8.0% | +69.0% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling