-65.6%
AVAV vs IONS
-47.1%
-18.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.2% |
| 7D | -10.6% | -9.4% | -1.2% | -9.4% |
| 30D | -18.8% | -10.7% | -8.1% | -17.6% |
| 3M | -34.1% | -27.7% | -6.4% | -31.7% |
| 6M | -35.3% | -48.7% | +13.4% | -29.9% |
| YTD | -53.4% | -50.2% | -3.2% | -49.4% |
| 1Y | -65.6% | -46.8% | -18.8% | -63.5% |
| All | -65.6% | -47.1% | -18.5% | -63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling