-5.1%
AVAV vs IONS
-16.4%
+11.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.2% |
| 7D | -10.6% | -9.4% | -1.2% | -9.3% |
| 30D | -18.8% | -10.7% | -8.1% | -17.5% |
| 3M | -34.1% | -27.7% | -6.4% | -31.4% |
| 6M | -35.3% | -48.7% | +13.4% | -29.7% |
| YTD | -53.4% | -50.2% | -3.2% | -49.2% |
| 1Y | -65.6% | -46.8% | -18.8% | -62.9% |
| 3Y | -5.1% | -14.8% | +9.8% | -6.8% |
| All | -5.1% | -16.4% | +11.3% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling