+41.7%
IGV vs AVAV
-5.8%
+47.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.5% | -10.6% | -1.5% |
| 7D | -5.2% | -10.6% | +5.4% | -3.9% |
| 30D | -10.0% | -18.8% | +8.8% | -7.7% |
| 3M | -0.5% | -34.1% | +33.6% | +4.6% |
| 6M | +12.6% | -35.3% | +47.9% | +17.5% |
| YTD | -6.4% | -53.4% | +47.0% | +0.3% |
| 1Y | -9.5% | -65.6% | +56.1% | +0.7% |
| 3Y | +41.7% | -5.1% | +46.8% | +33.5% |
| All | +41.7% | -5.8% | +47.5% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling