-41.6%
ACHR vs IONS
+51.6%
-93.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.1% |
| 7D | +4.9% | -5.3% | +10.2% | +7.0% |
| 30D | +4.3% | +0.3% | +4.0% | +3.6% |
| 3M | +1.7% | -22.9% | +24.6% | +9.4% |
| 6M | -6.9% | -23.4% | +16.5% | +0.4% |
| YTD | -22.5% | -28.3% | +5.8% | -13.8% |
| 1Y | -31.5% | -7.0% | -24.5% | -32.1% |
| 3Y | -14.4% | +37.6% | -52.0% | -35.6% |
| 5Y | -41.6% | +53.4% | -95.0% | -60.9% |
| All | -41.6% | +51.6% | -93.2% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling