+18.9%
IWM vs AVAV
-68.0%
+87.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.3% | +9.8% | +2.2% |
| 7D | +1.0% | -10.1% | +11.1% | +1.8% |
| 30D | +0.2% | -18.7% | +18.9% | +2.0% |
| 3M | -5.6% | -33.0% | +27.4% | -2.5% |
| 6M | +2.7% | -37.2% | +39.9% | +6.1% |
| YTD | +16.2% | -53.2% | +69.4% | +20.6% |
| 1Y | +18.9% | -69.0% | +87.9% | +36.8% |
| All | +18.9% | -68.0% | +87.0% | +36.8% |
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