+292.4%
AAOI vs IONS
-14.8%
+307.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.7% |
| 7D | -0.2% | -6.7% | +6.5% | +1.6% |
| 30D | -23.7% | -4.1% | -19.6% | -23.3% |
| 3M | -39.0% | -26.6% | -12.5% | -40.6% |
| 6M | -17.0% | -27.5% | +10.5% | -18.6% |
| YTD | +202.2% | -31.5% | +233.7% | +213.3% |
| 1Y | +292.4% | -15.3% | +307.8% | +357.1% |
| All | +292.4% | -14.8% | +307.2% | +357.1% |
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