-10.4%
ACHR vs IONS
+46.3%
-56.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -0.7% | -4.8% | +4.2% | +0.8% |
| 30D | +9.8% | +7.2% | +2.6% | +7.0% |
| 3M | -10.5% | -22.7% | +12.2% | -5.1% |
| 6M | -15.5% | -26.9% | +11.4% | -8.6% |
| YTD | -24.1% | -26.6% | +2.5% | -17.8% |
| 1Y | -32.4% | -2.1% | -30.3% | -33.8% |
| All | -10.4% | +46.3% | -56.7% | -25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling