+3.2%
AVTR vs IONS
-13.4%
+16.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +2.7% | -4.8% | +7.5% | +3.8% |
| 30D | +12.1% | +7.2% | +4.9% | +10.0% |
| 3M | +57.2% | -22.7% | +79.9% | +63.6% |
| 6M | +73.1% | -26.9% | +99.9% | +82.6% |
| YTD | +30.6% | -26.6% | +57.2% | +37.4% |
| 1Y | +13.5% | -2.1% | +15.6% | +10.5% |
| 3Y | -31.0% | +43.4% | -74.4% | -43.3% |
| 5Y | -63.2% | +47.0% | -110.2% | -71.6% |
| All | +3.2% | -13.4% | +16.6% | -12.2% |
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