-93.7%
AAOX vs IONS
-59.7%
-34.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.3% | +0.5% | +30.8% | +31.2% |
| 7D | -20.1% | -29.4% | +9.3% | -16.7% |
| 30D | -75.5% | -35.1% | -40.4% | -74.0% |
| 3M | -89.0% | -48.9% | -40.1% | -88.7% |
| 6M | -96.7% | -62.4% | -34.3% | -97.1% |
| All | -93.7% | -59.7% | -34.0% | -93.1% |
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 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