+983.6%
AAOI vs IONS
+48.4%
+935.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.9% |
| 7D | +4.7% | -8.7% | +13.3% | +7.1% |
| 30D | -18.7% | -1.6% | -17.1% | -18.7% |
| 3M | -33.7% | -24.9% | -8.9% | -30.2% |
| 6M | -2.4% | -25.7% | +23.2% | +2.9% |
| YTD | +209.6% | -29.2% | +238.8% | +231.6% |
| 1Y | +355.0% | -13.0% | +368.0% | +363.1% |
| 3Y | +814.7% | +35.9% | +778.7% | +699.2% |
| 5Y | +1,298.1% | +54.5% | +1,243.6% | +1,075.9% |
| 10Y | +449.8% | +93.1% | +356.7% | +327.6% |
| All | +983.6% | +48.4% | +935.2% | +688.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling