-64.4%
AVTR vs IONS
+47.7%
-112.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +2.7% | -4.8% | +7.5% | +3.4% |
| 30D | +12.1% | +7.2% | +4.9% | +10.7% |
| 3M | +57.2% | -22.7% | +79.9% | +61.3% |
| 6M | +73.1% | -26.9% | +99.9% | +79.2% |
| YTD | +30.6% | -26.6% | +57.2% | +35.0% |
| 1Y | +13.5% | -2.1% | +15.6% | +11.3% |
| 3Y | -31.0% | +43.4% | -74.4% | -40.1% |
| All | -64.4% | +47.7% | -112.1% | -70.5% |
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 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