+23.5%
IGV vs AVAV
+39.7%
-16.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -4.5% | -2.2% | -2.3% | -4.1% |
| 30D | +3.2% | -13.9% | +17.1% | +5.5% |
| 3M | +4.5% | -29.2% | +33.8% | +9.3% |
| 6M | +22.1% | -36.1% | +58.2% | +28.8% |
| YTD | -1.0% | -40.2% | +39.2% | +3.8% |
| 1Y | -2.1% | -36.2% | +34.1% | +0.7% |
| 3Y | +44.6% | +47.5% | -3.0% | +19.4% |
| All | +23.5% | +39.7% | -16.2% | -7.3% |
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