+57.2%
AA vs IONS
-16.4%
+73.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.7% |
| 7D | +0.9% | -9.4% | +10.3% | +2.3% |
| 30D | -6.7% | -10.7% | +4.1% | -5.3% |
| 3M | -16.3% | -27.7% | +11.3% | -12.7% |
| 6M | -37.1% | -48.7% | +11.6% | -31.8% |
| YTD | -25.0% | -50.2% | +25.2% | -18.5% |
| 1Y | +8.6% | -46.8% | +55.4% | +17.0% |
| 3Y | +57.2% | -14.8% | +72.1% | +47.8% |
| All | +57.2% | -16.4% | +73.6% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling