+53.6%
AA vs IONS
-5.7%
+59.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -21.4% | +27.1% | +10.1% |
| 7D | +4.8% | -24.8% | +29.6% | +10.2% |
| 30D | -0.6% | -31.5% | +30.9% | +6.4% |
| 3M | -16.3% | -45.2% | +28.9% | -6.3% |
| 6M | -33.4% | -59.1% | +25.7% | -21.7% |
| YTD | -20.7% | -60.8% | +40.1% | -6.0% |
| 1Y | +12.9% | -57.9% | +70.8% | +31.6% |
| 3Y | +75.7% | -34.5% | +110.2% | +77.6% |
| 5Y | -6.8% | -8.8% | +2.0% | -16.6% |
| 10Y | +53.6% | -19.2% | +72.9% | +36.9% |
| All | +53.6% | -5.7% | +59.3% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling