+10.6%
IOT vs AVAV
-68.0%
+78.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -8.3% | +12.5% | +5.2% |
| 7D | -0.5% | -10.1% | +9.6% | +0.6% |
| 30D | +1.0% | -18.7% | +19.7% | +3.4% |
| 3M | +10.9% | -33.0% | +43.9% | +16.2% |
| 6M | +39.9% | -37.2% | +77.1% | +45.9% |
| YTD | +20.8% | -53.2% | +74.0% | +33.7% |
| 1Y | +10.6% | -69.0% | +79.5% | +38.2% |
| All | +10.6% | -68.0% | +78.6% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling