-92.1%
AAOX vs IONS
-42.9%
-49.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -0.7% | -14.3% | -14.9% |
| 7D | -50.3% | -10.6% | -39.7% | -49.4% |
| 30D | -79.8% | -7.7% | -72.1% | -79.5% |
| 3M | -85.9% | -27.1% | -58.8% | -86.1% |
| 6M | -95.7% | -46.8% | -48.9% | -96.3% |
| All | -92.1% | -42.9% | -49.3% | -91.7% |
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 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