+19.6%
AVAV vs IONS
+17.1%
+2.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.2% |
| 7D | -10.6% | -9.4% | -1.2% | -8.8% |
| 30D | -18.8% | -10.7% | -8.1% | -17.0% |
| 3M | -34.1% | -27.7% | -6.4% | -30.3% |
| 6M | -35.3% | -48.7% | +13.4% | -27.5% |
| YTD | -53.4% | -50.2% | -3.2% | -47.6% |
| 1Y | -65.6% | -46.8% | -18.8% | -61.9% |
| 3Y | -5.1% | -14.8% | +9.8% | -8.3% |
| All | +19.6% | +17.1% | +2.5% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling