+8.7%
AA vs IONS
-55.7%
+64.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -21.4% | +27.1% | +7.3% |
| 7D | +4.8% | -24.8% | +29.6% | +7.1% |
| 30D | -0.6% | -31.5% | +30.9% | +2.8% |
| 3M | -16.3% | -45.2% | +28.9% | -10.7% |
| 6M | -33.4% | -59.1% | +25.7% | -27.6% |
| YTD | -20.7% | -60.8% | +40.1% | -13.8% |
| All | +8.7% | -55.7% | +64.4% | +10.9% |
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 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