-0.8%
IP vs AVAV
-67.9%
+67.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.5% | -9.6% | +0.1% |
| 7D | -5.1% | -10.6% | +5.5% | -4.4% |
| 30D | +8.5% | -18.8% | +27.3% | +9.8% |
| 3M | -13.8% | -34.1% | +20.3% | -11.7% |
| 6M | +5.7% | -35.3% | +41.1% | +8.2% |
| YTD | -9.1% | -53.4% | +44.3% | -3.8% |
| 1Y | -0.8% | -65.6% | +64.8% | +6.1% |
| All | -0.8% | -67.9% | +67.0% | +6.1% |
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