+106,508.2%
AAPL vs IONS
+154.0%
+106,354.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.3% |
| 7D | +3.2% | -29.6% | +32.8% | +7.0% |
| 30D | +4.1% | -35.6% | +39.6% | +8.9% |
| 3M | +17.5% | -51.7% | +69.2% | +26.8% |
| 6M | +20.6% | -64.0% | +84.6% | +33.8% |
| YTD | +31.0% | -65.5% | +96.5% | +45.9% |
| 1Y | +30.2% | -62.4% | +92.6% | +43.5% |
| 3Y | +92.9% | -41.1% | +133.9% | +97.3% |
| 5Y | +142.4% | -16.5% | +158.9% | +134.7% |
| 10Y | +1,324.9% | -35.8% | +1,360.8% | +1,267.9% |
| All | +106,508.2% | +154.0% | +106,354.2% | +60,872.7% |
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 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