-42.7%
ACHR vs IONS
+12.8%
-55.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -0.7% | -4.8% | +4.2% | +1.1% |
| 30D | +9.8% | +7.2% | +2.6% | +6.5% |
| 3M | -10.5% | -22.7% | +12.2% | -4.1% |
| 6M | -15.5% | -26.9% | +11.4% | -7.4% |
| YTD | -24.1% | -26.6% | +2.5% | -16.8% |
| 1Y | -32.4% | -2.1% | -30.3% | -34.1% |
| 3Y | -11.6% | +43.4% | -55.0% | -32.1% |
| 5Y | -42.9% | +47.0% | -89.9% | -58.4% |
| All | -42.7% | +12.8% | -55.5% | -54.2% |
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