+1,237.1%
AAPL vs IONS
+84.6%
+1,152.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | -3.0% | -8.7% | +5.7% | -1.6% |
| 30D | +2.3% | -1.6% | +3.9% | +2.5% |
| 3M | +8.6% | -24.9% | +33.5% | +12.6% |
| 6M | +21.6% | -25.7% | +47.2% | +26.1% |
| YTD | +16.3% | -29.2% | +45.5% | +21.5% |
| 1Y | +35.1% | -13.0% | +48.1% | +36.0% |
| 3Y | +79.4% | +35.9% | +43.4% | +60.2% |
| 5Y | +109.8% | +54.5% | +55.3% | +78.5% |
| 10Y | +1,237.1% | +93.1% | +1,144.0% | +1,072.3% |
| All | +1,237.1% | +84.6% | +1,152.5% | +1,072.3% |
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