-65.4%
AAL vs IONS
-5.7%
-59.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -21.4% | +28.8% | +12.1% |
| 7D | +8.3% | -24.8% | +33.1% | +14.2% |
| 30D | +11.0% | -31.5% | +42.5% | +19.4% |
| 3M | -11.2% | -45.2% | +34.0% | +0.2% |
| 6M | +6.1% | -59.1% | +65.1% | +26.1% |
| YTD | -7.6% | -60.8% | +53.2% | +10.9% |
| 1Y | +3.7% | -57.9% | +61.6% | +22.2% |
| 3Y | +20.5% | -34.5% | +55.0% | +22.2% |
| 5Y | -36.4% | -8.8% | -27.6% | -41.6% |
| 10Y | -65.4% | -19.2% | -46.2% | -67.7% |
| All | -65.4% | -5.7% | -59.8% | -67.7% |
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