+95,948.1%
AAPL vs IONS
+440.4%
+95,507.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | -4.8% | +4.9% | +0.6% |
| 30D | +3.0% | +7.2% | -4.2% | +2.1% |
| 3M | +2.9% | -22.7% | +25.6% | +5.3% |
| 6M | +22.1% | -26.9% | +49.0% | +25.7% |
| YTD | +18.0% | -26.6% | +44.6% | +21.3% |
| 1Y | +33.9% | -2.1% | +36.1% | +32.9% |
| 3Y | +71.2% | +43.4% | +27.7% | +58.6% |
| 5Y | +112.6% | +47.0% | +65.6% | +93.7% |
| 10Y | +1,198.8% | +97.2% | +1,101.6% | +998.7% |
| All | +95,948.1% | +440.4% | +95,507.7% | +50,603.0% |
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