-59.3%
AVTR vs IONS
-11.1%
-48.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -21.4% | +24.2% | +5.7% |
| 7D | +1.9% | -24.8% | +26.8% | +5.4% |
| 30D | +1.5% | -31.5% | +33.1% | +6.3% |
| 3M | +17.1% | -45.2% | +62.3% | +26.2% |
| 6M | +91.5% | -59.1% | +150.5% | +113.1% |
| YTD | +38.8% | -60.8% | +99.6% | +55.5% |
| 1Y | +37.7% | -57.9% | +95.6% | +52.0% |
| 3Y | -13.5% | -34.5% | +21.0% | -15.9% |
| 5Y | -59.3% | -8.8% | -50.5% | -64.4% |
| All | -59.3% | -11.1% | -48.2% | -64.4% |
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