+177.7%
AEP vs IONS
+84.6%
+93.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | +0.9% | -8.7% | +9.5% | +1.3% |
| 30D | +1.5% | -1.6% | +3.1% | +1.5% |
| 3M | -1.7% | -24.9% | +23.2% | -0.5% |
| 6M | -4.0% | -25.7% | +21.6% | -2.9% |
| YTD | +10.6% | -29.2% | +39.8% | +12.1% |
| 1Y | +18.6% | -13.0% | +31.6% | +18.9% |
| 3Y | +78.7% | +35.9% | +42.8% | +72.9% |
| 5Y | +65.1% | +54.5% | +10.6% | +57.0% |
| 10Y | +177.7% | +93.1% | +84.6% | +173.3% |
| All | +177.7% | +84.6% | +93.2% | +173.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling