+1,421.8%
IBKR vs AVAV
+587.8%
+834.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.6% | -2.3% |
| 7D | +0.6% | +3.2% | -2.6% | +0.1% |
| 30D | +3.7% | -20.3% | +24.0% | +7.4% |
| 3M | +4.2% | -19.4% | +23.7% | +6.6% |
| 6M | +36.6% | -35.3% | +71.9% | +43.7% |
| YTD | +41.9% | -38.5% | +80.4% | +48.5% |
| 1Y | +49.5% | -37.2% | +86.7% | +55.1% |
| 3Y | +291.3% | +31.1% | +260.2% | +241.9% |
| 5Y | +492.7% | +41.0% | +451.7% | +387.8% |
| 10Y | +994.0% | +508.8% | +485.2% | +536.8% |
| All | +1,421.8% | +587.8% | +834.0% | +703.2% |
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 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