+70.5%
XBI vs AVAV
-39.3%
+109.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -1.1% |
| 7D | -3.6% | -3.2% | -0.5% | -3.4% |
| 30D | +0.9% | -25.6% | +26.4% | +3.2% |
| 3M | +21.4% | -20.2% | +41.7% | +23.2% |
| 6M | +25.5% | -38.1% | +63.6% | +29.4% |
| YTD | +30.8% | -41.8% | +72.6% | +33.5% |
| All | +70.5% | -39.3% | +109.8% | +71.6% |
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