+100.9%
AAOI vs IONS
-44.5%
+145.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.7% | -6.7% | -7.1% |
| 7D | -27.9% | -10.6% | -17.3% | -24.9% |
| 30D | -51.2% | -7.7% | -43.5% | -49.5% |
| 3M | -55.0% | -27.1% | -27.9% | -50.6% |
| 6M | -65.7% | -46.8% | -18.9% | -62.9% |
| YTD | +70.0% | -49.2% | +119.3% | +93.0% |
| 1Y | +100.9% | -44.9% | +145.8% | +96.6% |
| All | +100.9% | -44.5% | +145.5% | +96.6% |
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