+17.3%
IP vs AVAV
-39.0%
+56.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.3% | +9.8% | +2.5% |
| 7D | +3.4% | -10.1% | +13.5% | +4.6% |
| 30D | +11.2% | -18.7% | +29.9% | +13.8% |
| 3M | -14.8% | -33.0% | +18.2% | -11.0% |
| 6M | +17.3% | -37.2% | +54.5% | +24.0% |
| All | +17.3% | -39.0% | +56.3% | +24.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling