+379.1%
AVAV vs IONS
-5.7%
+384.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -21.4% | +34.0% | +16.8% |
| 7D | +3.2% | -24.8% | +28.0% | +8.1% |
| 30D | -7.4% | -31.5% | +24.1% | -1.1% |
| 3M | -32.0% | -45.2% | +13.2% | -24.3% |
| 6M | -24.6% | -59.1% | +34.5% | -11.3% |
| YTD | -47.5% | -60.8% | +13.3% | -38.0% |
| 1Y | -61.5% | -57.9% | -3.6% | -55.3% |
| 3Y | +5.5% | -34.5% | +39.9% | +6.6% |
| 5Y | +35.7% | -8.8% | +44.6% | +23.4% |
| 10Y | +379.1% | -19.2% | +398.3% | +324.6% |
| All | +379.1% | -5.7% | +384.8% | +324.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling