+71.0%
IOT vs AVAV
+102.6%
-31.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | -1.3% | +9.9% | -11.2% | -3.8% |
| 30D | +1.5% | -5.4% | +6.9% | +2.1% |
| 3M | +4.8% | -36.5% | +41.3% | +15.7% |
| 6M | +45.3% | -25.3% | +70.6% | +50.1% |
| YTD | +19.2% | -48.6% | +67.7% | +31.4% |
| 1Y | +6.1% | -62.1% | +68.1% | +27.1% |
| 3Y | +76.0% | +2.3% | +73.7% | +33.4% |
| All | +71.0% | +102.6% | -31.6% | -34.0% |
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 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