-65.5%
AAL vs IONS
-27.6%
-37.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.1% | +8.7% | +1.6% |
| 7D | +10.1% | -30.3% | +40.3% | +17.8% |
| 30D | +10.6% | -37.7% | +48.3% | +21.4% |
| 3M | -5.9% | -50.5% | +44.6% | +8.5% |
| 6M | +5.7% | -62.8% | +68.5% | +28.2% |
| YTD | -8.0% | -64.4% | +56.4% | +12.7% |
| 1Y | +6.0% | -59.5% | +65.5% | +25.7% |
| 3Y | +19.6% | -39.2% | +58.8% | +23.0% |
| 5Y | -34.6% | -15.3% | -19.2% | -39.1% |
| 10Y | -65.5% | -31.2% | -34.3% | -67.0% |
| All | -65.5% | -27.6% | -37.9% | -67.0% |
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