+55.6%
IOT vs AVAV
+139.5%
-83.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.6% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -4.7% | -25.0% | +20.3% | +1.9% |
| 3M | +17.8% | -15.0% | +32.7% | +20.0% |
| 6M | +16.8% | -33.6% | +50.5% | +25.4% |
| YTD | +8.4% | -39.2% | +47.6% | +15.8% |
| 1Y | -0.8% | -40.5% | +39.7% | +5.2% |
| 3Y | +25.7% | +29.6% | -3.9% | -11.1% |
| All | +55.6% | +139.5% | -83.9% | -41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling