-62.1%
AVAV vs IONS
-59.1%
-3.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | +9.9% | -29.4% | +39.3% | +10.7% |
| 30D | -5.4% | -35.1% | +29.7% | -3.7% |
| 3M | -36.5% | -48.9% | +12.3% | -33.5% |
| 6M | -25.3% | -62.4% | +37.2% | -18.3% |
| YTD | -48.6% | -64.2% | +15.6% | -43.8% |
| 1Y | -62.1% | -60.9% | -1.2% | -61.1% |
| All | -62.1% | -59.1% | -3.0% | -61.1% |
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