+69.8%
IBIT vs AVAV
+18.1%
+51.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.2% |
| 7D | +3.0% | -2.2% | +5.3% | +3.4% |
| 30D | +23.1% | -13.9% | +37.0% | +25.2% |
| 3M | +25.6% | -29.2% | +54.8% | +30.6% |
| 6M | +9.1% | -36.1% | +45.3% | +14.5% |
| YTD | -8.9% | -40.2% | +31.3% | -3.9% |
| 1Y | -27.5% | -36.2% | +8.8% | -23.5% |
| All | +69.8% | +18.1% | +51.8% | +77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling