+326.6%
AVAV vs IONS
+265.0%
+61.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.4% | -6.5% | -9.3% |
| 7D | -24.3% | -12.6% | -11.7% | -22.5% |
| 30D | -28.9% | -11.8% | -17.1% | -27.4% |
| 3M | -39.3% | -28.4% | -10.9% | -36.0% |
| 6M | -38.8% | -48.4% | +9.7% | -32.2% |
| YTD | -57.8% | -51.0% | -6.8% | -53.1% |
| 1Y | -70.9% | -48.0% | -22.8% | -68.0% |
| 3Y | -14.8% | -17.8% | +3.0% | -15.8% |
| 5Y | +7.3% | +15.2% | -7.9% | -1.9% |
| 10Y | +325.3% | +43.0% | +282.3% | +260.4% |
| All | +326.6% | +265.0% | +61.6% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling