+38.8%
IGV vs AVAV
-3.9%
+42.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.1% |
| 7D | +2.3% | +4.2% | -1.9% | +1.7% |
| 30D | -6.0% | -2.6% | -3.4% | -6.0% |
| 3M | -4.8% | -38.0% | +33.2% | +0.9% |
| 6M | +14.2% | -27.0% | +41.2% | +17.3% |
| YTD | -4.2% | -51.4% | +47.2% | +1.9% |
| 1Y | -5.3% | -60.2% | +55.0% | +3.3% |
| 3Y | +38.8% | -6.7% | +45.4% | +35.0% |
| All | +38.8% | -3.9% | +42.6% | +35.0% |
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