-20.6%
ACHR vs IONS
-11.1%
-9.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -21.4% | +29.7% | +16.4% |
| 7D | +15.3% | -24.8% | +40.2% | +26.4% |
| 30D | -3.0% | -31.5% | +28.5% | +10.4% |
| 3M | -14.0% | -45.2% | +31.2% | +6.2% |
| 6M | -25.8% | -59.1% | +33.3% | +0.6% |
| YTD | -36.0% | -60.8% | +24.8% | -11.5% |
| 1Y | -41.2% | -57.9% | +16.7% | -21.2% |
| 3Y | -8.6% | -34.5% | +25.9% | -7.4% |
| 5Y | -20.6% | -8.8% | -11.8% | -34.3% |
| All | -20.6% | -11.1% | -9.5% | -34.3% |
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 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