+18.6%
IQV vs AVAV
-62.9%
+81.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -2.0% |
| 7D | -2.5% | +4.2% | -6.7% | -2.9% |
| 30D | +1.2% | -2.6% | +3.7% | +1.2% |
| 3M | +9.8% | -38.0% | +47.7% | +14.1% |
| 6M | +53.8% | -27.0% | +80.8% | +56.7% |
| YTD | +17.6% | -51.4% | +69.0% | +24.7% |
| 1Y | +18.6% | -60.2% | +78.8% | +24.7% |
| All | +18.6% | -62.9% | +81.5% | +24.7% |
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