+40.4%
AVAV vs IONS
+47.7%
-7.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -2.2% | -4.8% | +2.6% | -1.3% |
| 30D | -13.9% | +7.2% | -21.1% | -15.2% |
| 3M | -29.2% | -22.7% | -6.6% | -26.4% |
| 6M | -36.1% | -26.9% | -9.2% | -33.0% |
| YTD | -40.2% | -26.6% | -13.6% | -37.5% |
| 1Y | -36.2% | -2.1% | -34.1% | -37.1% |
| 3Y | +47.5% | +43.4% | +4.1% | +28.0% |
| All | +40.4% | +47.7% | -7.3% | +25.8% |
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 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