+34.5%
AVAV vs IONS
-16.3%
+50.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.1% | +6.3% | -1.3% |
| 7D | 0.0% | -30.3% | +30.2% | +5.1% |
| 30D | -9.9% | -37.7% | +27.8% | -3.4% |
| 3M | -34.7% | -50.5% | +15.8% | -27.2% |
| 6M | -26.6% | -62.8% | +36.2% | -14.3% |
| YTD | -48.9% | -64.4% | +15.4% | -40.1% |
| 1Y | -63.0% | -59.5% | -3.5% | -57.7% |
| 3Y | +1.6% | -39.2% | +40.8% | +2.6% |
| 5Y | +34.5% | -15.3% | +49.8% | +19.7% |
| All | +34.5% | -16.3% | +50.8% | +19.7% |
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