+62.8%
AA vs IONS
-7.3%
+70.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +3.8% |
| 7D | +1.7% | -5.3% | +6.9% | +2.2% |
| 30D | +3.3% | +0.3% | +3.1% | +3.2% |
| 3M | -29.4% | -22.9% | -6.5% | -28.6% |
| 6M | -12.8% | -23.4% | +10.6% | -12.0% |
| YTD | -2.1% | -28.3% | +26.2% | -0.1% |
| 1Y | +62.8% | -7.0% | +69.8% | +75.5% |
| All | +62.8% | -7.3% | +70.1% | +75.5% |
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 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