+25.0%
IQV vs AVAV
-68.0%
+93.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.8% | +1.2% |
| 7D | -5.5% | -10.1% | +4.6% | -4.7% |
| 30D | -0.9% | -18.7% | +17.9% | +0.8% |
| 3M | +15.6% | -33.0% | +48.6% | +19.2% |
| 6M | +63.9% | -37.2% | +101.1% | +69.2% |
| YTD | +17.0% | -53.2% | +70.2% | +24.7% |
| 1Y | +25.0% | -69.0% | +94.0% | +33.4% |
| All | +25.0% | -68.0% | +93.1% | +33.4% |
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