-95.0%
AAOX vs IONS
-58.6%
-36.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +6.4% | -17.2% | -11.7% |
| 7D | -3.4% | -26.3% | +22.9% | -0.5% |
| 30D | -72.8% | -31.9% | -40.9% | -71.3% |
| 3M | -90.7% | -48.0% | -42.7% | -90.5% |
| 6M | -98.2% | -62.6% | -35.6% | -98.4% |
| All | -95.0% | -58.6% | -36.4% | -94.6% |
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 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