+416.0%
AAOI vs IONS
+87.6%
+328.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.9% |
| 7D | -0.2% | -6.7% | +6.5% | +2.1% |
| 30D | -23.7% | -4.1% | -19.6% | -23.0% |
| 3M | -39.0% | -26.6% | -12.5% | -34.4% |
| 6M | -17.0% | -27.5% | +10.5% | -10.7% |
| YTD | +202.2% | -31.5% | +233.7% | +232.9% |
| 1Y | +292.4% | -15.3% | +307.8% | +303.6% |
| 3Y | +804.4% | +31.3% | +773.1% | +656.5% |
| 5Y | +1,318.0% | +50.2% | +1,267.8% | +1,018.2% |
| All | +416.0% | +87.6% | +328.3% | +245.7% |
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