+35.1%
AVTR vs IONS
-44.5%
+79.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | -6.2% | -10.6% | +4.3% | -6.5% |
| 30D | -1.0% | -7.7% | +6.7% | -1.2% |
| 3M | +14.4% | -27.1% | +41.5% | +13.2% |
| 6M | +95.9% | -46.8% | +142.7% | +87.2% |
| YTD | +36.6% | -49.2% | +85.8% | +32.0% |
| 1Y | +35.1% | -44.9% | +80.1% | +29.5% |
| All | +35.1% | -44.5% | +79.7% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling