+1,314.2%
AAOI vs IONS
+50.3%
+1,263.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +3.1% |
| 7D | -0.2% | -6.7% | +6.5% | +2.6% |
| 30D | -23.7% | -4.1% | -19.6% | -22.8% |
| 3M | -39.0% | -26.6% | -12.5% | -33.8% |
| 6M | -17.0% | -27.5% | +10.5% | -9.8% |
| YTD | +202.2% | -31.5% | +233.7% | +238.7% |
| 1Y | +292.4% | -15.3% | +307.8% | +302.8% |
| 3Y | +804.4% | +31.3% | +773.1% | +587.3% |
| All | +1,314.2% | +50.3% | +1,263.9% | +864.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling