+58.9%
IBIT vs AVAV
+3.6%
+55.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +12.6% | -13.9% | -2.9% |
| 7D | -2.4% | +3.2% | -5.5% | -3.0% |
| 30D | -9.1% | -7.4% | -1.7% | -8.5% |
| 3M | +15.0% | -32.0% | +47.0% | +20.2% |
| 6M | -6.9% | -24.6% | +17.7% | -5.6% |
| YTD | -14.8% | -47.5% | +32.7% | -9.0% |
| 1Y | -28.1% | -61.5% | +33.4% | -19.5% |
| All | +58.9% | +3.6% | +55.3% | +68.1% |
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